EL CAPITAN ADVISORS

1900 State Street
Suite J
Santa Barbara, California 93101
Tel: (833) 463-5227

About EL CAPITAN ADVISORS

EL CAPITAN ADVISORS, formally registered with the SEC as EL CAPITAN ADVISORS. The firm was established in 06/02/2021. They have over 1 offices throughout the country.

EL CAPITAN ADVISORS is a Santa Barbara, California based Financial Planning firm with nearly $7,425,381,304 assets under management, offering retirement planning & investment advisory services to 1038 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290340
SEC#	801-121377
Assets Managed by Firm	$7,425,381,304
No. of Clients	1038
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1038	$7,425,381,304
High net worth individuals	104	$2,275,442,327
Corporations or other businesses	862	$3,726,382,079

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