Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > santa barbara > EL CAPITAN ADVISORS
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 |
More Retirement Planning firms in Santa Barbara, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Santa Barbara, California