CRD: 123266
Montecito Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2004
- Office Locations
- 1
Office Locations
About Montecito Capital Management
Montecito Capital Management is a fee-only, fiduciary RIA serving individuals and families from Santa Barbara and Los Angeles. The firm pairs comprehensive planning (retirement, tax and estate coordination, budgeting) with active construction and monitoring of diversified multi-asset portfolios focused on risk management and long-term growth/income goals. Client assets are custodied at Charles Schwab; founder Kip Lytel, CFA brings institutional portfolio and quantitative research experience.
Team overview
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Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
KIPLEY JAMES LYTEL
Owner
- CRD
- #2889188
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,009,972 | -- |
| Total | $35,009,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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