Miltonian Capital Management, LLC

Miltonian Capital Management, LLC (CRD# 156144) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $52,255,043 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
825 State Street, #522, Santa Barbara, CA 93101
http://www.miltoniancapital.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $735,987
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Miltonian Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robin Deshayes, financial advisor Santa Barbara CA
Robin L. Deshayes
CRD#: 5876007
825 State Street, #522, Santa Barbara, CA 93101

Robin Deshayes (CRD# 5876007) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.

2
Christopher Haupert, financial advisor Santa Barbara CA
Christopher C. Haupert
CRD#: 7277375
825 State Street, #522, Santa Barbara, CA 93101

Christopher Haupert (CRD# 7277375) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 3 years 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.

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