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Anacapa Financial, LLC

Anacapa Financial, LLC. CRD 305365

Anacapa Financial, LLC logo

CRD: 305365

Anacapa Financial, LLC

Ventura, CA, 93003
8057153536
www.anacapafinancial.com
$68.7M Total AUM
$65.4M Disc. AUM
-- 3Y CAGR
5 Employees
364 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
FrontierFrontier prime
Established Date
10-28-2019
Office Locations
2

Office Locations

1363 Donlon Street #5 Ventura CA
-- Montrose CA

About Anacapa Financial, LLC

Anacapa Financial, LLC is a Ventura, CA registered investment adviser providing ongoing financial planning and investment management. The firm supports retirement and tax planning, estate planning, insurance and 529 plan decisions, and implements portfolios primarily with ETFs and public funds using an asset-allocation approach. Custody includes Charles Schwab and Altruist.

Team overview

49 AVG AGE
$22.9M AVG AUM / ADVISOR
$188.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Wave north North north

Custodian

Optima Optima vertex Prime Momentum Ember Harbor Insight oak Fusion wave Atlas element

Investment Themes

Catalyst Element matrix Fusion quantum

Investment Vehicles

Element capital Oak

Platform

Vector glacier

Services

Fusion timber Prime Frontier Timber Foundation frontier Capital Momentum Frontier Wave unison

Technology

Quantum Pioneer

Owner & Executives

JACK EVAN GREEN

JACK EVAN GREEN

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, MANAGING PRINCIPAL

CRD
#4397415
Ownership
75% or more
(714) 217-3868
horizon.focus@valuecapital.com
in linkedin.com/in/ember-vector

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Contacts

M

Matthew Alan Chase

--

CRD
#7628742
(898) 793-9246
prime.alpha@northcapital.com
in linkedin.com/in/crest-foundation
G

GARRETT GEORGE GATCH

--

CRD
#4404785
(397) 239-4700
focus.focus@vertexcapital.com
in linkedin.com/in/capital-alpha
V

Vector focus

Eagle timber value

CRD
#43497
(871) 422-8806
beacon.ridge@pioneercapital.com
in linkedin.com/in/alpha-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $65,432,576 --
Non-Discretionary $3,308,053 --
Total $68,740,629 --

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Separately Managed Accounts

Total SMA Asset: $68,740,629

$68.7M Total SMA
Equity - Exchange:
19.6%
Public Funds:
25.8%
Cash:
38.1%
Other:
16.5%
Asset class Assets Assets %
Equity - Exchange $1,627,729,537 19.6%
Public Funds $2,142,623,575 25.8%
Cash $3,164,106,907 38.1%
Other $1,370,282,519 16.5%
Total $8,304,742,538 100.0%

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