EL CAPITAN ADVISORS
With over 40 years combined industry experience between their partners, El Capitan Advisors was founded to bring rigorous planning and investment efficiency to a diverse client base across the United States and Canada. Their singular goal is to help clients achieve investment success, through a hands on, family office support approach. Their strategies are specifically designed and tailored to their Client's needs, based on overall investment objectives, time horizon, risk tolerance, and e... xpertise. For financial institutions, they provide an Off Balance Sheet cash management solution for the deployment of excess deposits, as well as providing the financial institution a nimble and trusted investment management partner, who understands their needs and regulatory compliance requirements. As fiduciaries and the company's founding principles, their clients' interests will always come first. Everything they do is based around rigorous compliance standards at the RIA level, as well as those referrals from their financial institutional partners.
EL CAPITAN ADVISORS
Industry:
Banking Financial Services
Founded:
2017-01-01
Address:
Santa Barbara, California, United States
Country:
United States
Website Url:
http://www.elcapitanadvisors.com
Total Employee:
1+
Status:
Active
Contact:
4159712250
Total Funding:
1000 K USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Google Universal Analytics
Current Employees Featured
Andrew Nash CEO & Co-Founder @ El Capitan Advisors
CEO & Co-Founder
2017-09-01
Founder
Official Site Inspections
http://www.elcapitanadvisors.com Semrush global rank: 9.3 M Semrush visits lastest month: 180
- Host name: ip-173-201-181-65.ip.secureserver.net
- IP address: 173.201.181.65
- Location: Scottsdale United States
- Latitude: 33.6013
- Longitude: -111.8867
- Metro Code: 753
- Timezone: America/Phoenix
- Postal: 85260
More informations about "El Capitan Advisors"
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El Capitan Advisors, Inc. Financial Services Santa Barbara, California 86 followers A Registered Investment Advisory Company providing cash management and investment management servicesSee details»
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El Capitan Advisors, Inc. is in the Investment Advisory Service business. View competitors, revenue, employees, website and phone number.See details»
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Aug 30, 2023 When we act as your investment adviser, we are acting as a Fiduciary, and we have to act in your best interest and not put our interest ahead of yours. At the same time, the …See details»
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Headquarters Location. 1900 State Street Suite J. Santa Barbara, California, 93101, United States. 833-463-5227See details»
EL CAPITAN ADVISORS | Form ADV - Radient
Aug 30, 2023 Firm Details for EL CAPITAN ADVISORS, Location: California, AUM = 7425381304.00, Last Form ADV Filed : 30-August-2023, Officers: Nash, Andrew, Daniel, …See details»
Disclosures | El Capitan Advisors
Disclosures. Brokerage products are provided through El Capitan Advisors, Inc.'s affiliated FINRA member broker dealer, JBH Financial, Inc. and other third-party broker dealers.See details»
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El Capitan Advisors – California Nations Indian Gaming Association
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Elcapitanadvisors.com Write a review. S. Stacy Reiter. Review of El Capitan Advisors. 1 year ago El Capitan Advisors is an amazing company. Their f... El Capitan Advisors is an amazing …See details»