Laguna Capital Management, Inc.

Laguna Capital Management, Inc. (CRD# 269869) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $70,565,192 in 319 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $221,208
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
The map below shows states where this firm has explicit registration only.

CA, NE, OK

Financial Advisors at Laguna Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan D. Keith
CRD#: 5962746
Jenks, OK

Jonathan Keith (CRD# 5962746) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Jenks, OK and has over 11 years of experience in the finance industry.

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 22 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 28 years of experience in the finance industry.

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