| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 05/09/2025 |
| ADV Location | SANTA BARBARA, CA, United States |
| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 303,985,008 70% |
| of that, discretionary | 292,020,559 63% |
| Number of Employees | 9 -31% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 683,112 -13% |
| % High Net Worth | 63.04% -31% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
No private funds