Overview
Assets Under Management: $7.4 billion
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 104
Average Client Assets: $22 million
Frequently Asked Questions
EL CAPITAN ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290340), EL CAPITAN ADVISORS, INC. is subject to fiduciary duty under federal law.
EL CAPITAN ADVISORS, INC. is headquartered in SANTA BARBARA, CA.
EL CAPITAN ADVISORS, INC. serves 104 high-net-worth clients according to their SEC filing dated August 30, 2023. View client details ↓
According to their SEC Form ADV, EL CAPITAN ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EL CAPITAN ADVISORS, INC. manages $7.4 billion in client assets according to their SEC filing dated August 30, 2023.
According to their SEC Form ADV, EL CAPITAN ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.64
Average High-Net-Worth Client Assets: $22 million
Total Client Accounts: 1,038
Discretionary Accounts: 72
Non-Discretionary Accounts: 966
Regulatory Filings
CRD Number: 290340
Last Filing Date: 2023-08-30 00:00:00
Website: https://elcapitanadvisors.com