Miltonian Capital Management, LLC

Miltonian Capital Management, LLC (CRD# 156144) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $22,332,538 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $656,839
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
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

Financial Advisors at Miltonian Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robin L. Deshayes
CRD#: 5876007
707 Anacapa Street, Santa Barbara, CA 93101
93
Wealthminder
score

Robin Deshayes (CRD# 5876007) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

2
Alejandra Folguera
CRD#: 5322852
707 Anacapa Street, Santa Barbara, CA 93101
90
Wealthminder
score

Alejandra Folguera (CRD# 5322852) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

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