Overview
Assets Under Management: $259 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 5
Average Client Assets: $52 million
Frequently Asked Questions
SANTA BARBARA MANAGEMENT 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 #334801), SANTA BARBARA MANAGEMENT is subject to fiduciary duty under federal law.
SANTA BARBARA MANAGEMENT is headquartered in CHICAGO, IL.
SANTA BARBARA MANAGEMENT serves 5 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, SANTA BARBARA MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SANTA BARBARA MANAGEMENT manages $259 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, SANTA BARBARA MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 154
Discretionary Accounts: 149
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 334801
Filing ID: 2039233
Last Filing Date: 2026-01-20 12:11:46