Overview
Assets Under Management: $7.4 billion
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 104
Average Client Assets: $22 million
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: HTTP://WWW.ELCAPITANADVISORS.COM