| Total AUM | $255.9M |
| Discretionary | $24.2M9% of AUM |
| Non-Discretionary | $231.7M |
| Client Accounts | 31 |
| Avg Account Size | $8.3M |
| Employees | 7 |
| Peak AUM | $255.9MMar 2026 |
Total AUM
$256M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | +39.2% | — | — | — |
| Discretionary AUM | $24M | 13.9% | |||
| Total AUM | $255.9M |
| Discretionary | $24.2M |
| Employees | 7 |
| Client Accounts | 31 |
| Client Range | 11-25 |
Address
801 GARDEN STREET
SANTA BARBARA CA 93101
Phone
(805) 965-0509
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$24M
9.5% of AUM
Non-Discretionary
$232M
90.5% of AUM
Disc. mix ▼ 5.8pp vs 1 year ago
Custody
| — |
| — |
— |
| Non-Disc. AUM | $232M | +48.8% | — | — | — |
| Total Accounts | 31 | +29.2% | — | — | — |
| Avg Account Size | $8M | +7.8% | — | — | — |
| Employees | 7 | 0.0% | — | — | — |
| AUM / Employee | $37M | +39.2% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $256M | +39.2% | — | — | — |
Client Count Segments | |||||
| Individuals | 31 | +29.2% | — | — | — |