Montecito Capital Management

Montecito Capital Management (CRD# 123266) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $28,271,250 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
225 East Carrillo, Suite 203, Santa Barbara, CA 93101
https://www.facebook.com/montecitocapmgt
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,087,356
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Montecito Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Kipley Lytel, financial advisor Santa Barbara CA
Kipley J. Lytel
CRD#: 2889188
225 East Carrillo, Suite 203, Santa Barbara, CA 93101

Kipley Lytel (CRD# 2889188) is an Investment Advisor Representative working at Montecito Capital Management in Santa Barbara, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals