CRD: 334801
Santa Barbara Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2025
- Office Locations
- 4
Office Locations
About Santa Barbara Management
Santa Barbara Management is an SEC-registered investment adviser offering fractional family office services for exceptional builders, entrepreneurs, and their families. The firm focuses on portfolio construction and asset allocation, with portfolios emphasizing ETFs alongside fixed income (including U.S. government/agency and municipal bonds). Custody is through Charles Schwab, and the team shares perspectives via its Substack.
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Owner & Executives
ROBERT DONALD CASEY III
Chief Executive Officer
- CRD
- #8040063
- Ownership
- Less than 5%
Elizabeth Clark Francis
Chief Client Officer
- CRD
- #8083501
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Anthony George Berti
--
- CRD
- #8203315
Jack N Cagigal
--
- CRD
- #7751874
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,667,260 | $1,666,671 |
| Non-Discretionary | $298,521,500 | $2,332,199 |
| Total | $530,188,760 | $1,985,726 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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