Laguna Capital Management, Inc.

Laguna Capital Management, Inc. (CRD# 269869) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $70,405,709 in 318 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $221,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NE

Financial Advisors at Laguna Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan D. Keith
CRD#: 5962746
1225 Coast Village Road, Suite G, Santa Barbara, CA 93108

Jonathan Keith (CRD# 5962746) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 9 years of experience in the finance industry. Jonathan Keith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joshua R. Keith
CRD#: 3275818
1225 Coast Village Road, Suite G, Santa Barbara, CA 93108

Joshua Keith (CRD# 3275818) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 20 years of experience in the finance industry.

3
Robert K. Keith
CRD#: 265112
1225 Coast Village Road, Suite G, Santa Barbara, CA 93108

Robert Keith (CRD# 265112) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 27 years of experience in the finance industry.

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