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- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-28-2015
- Office Locations
- 2
Office Locations
About Laguna Capital Management, Inc.
Laguna Capital Management, Inc. is a Santa Barbara-based fiduciary investment manager and financial planning firm serving retirees, professionals, and families. The team designs long-term plans integrating retirement, tax and estate planning with ongoing investment management and diversification (often via ETFs). Client assets are primarily custodied at Charles Schwab, with institutional account access and online reporting.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT KENWORTH KEITH
Owner, Regional Vice President
- CRD
- #265112
- Ownership
- 75% or more
JOSHUA ROBERT KEITH
Chief Compliance Officer, Investment Advisor
- CRD
- #3275818
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN DAVID KEITH
Investment Advisor
- CRD
- #5962746
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,567,416 | -- |
| Non-Discretionary | $8,919,929 | -- |
| Total | $97,487,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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