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Financial Advisor
California
Santa Barbara
EL CAPITAN ADVISORS

EL CAPITAN ADVISORS

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

About EL CAPITAN ADVISORS

EL CAPITAN ADVISORS is a Santa Barbara, California based financial advisory firm with nearly $7,425,381,304 in assets under management and provides investment advisory services for 1038 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

290340

Firm SEC#:

801-121377

Assets Under Management:

$7,425,381,304

No. of Clients:

1038

No. of Advisors:

9

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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