| Total AUM | $556.8M |
| Discretionary | $556.3M100% of AUM |
| Non-Discretionary | $474K |
| Client Accounts | 954 |
| Avg Account Size | $584K |
| Employees | 6 |
| Peak AUM | $556.8MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $557M | +22.8% | +12.9% | +10.2% | |
| Discretionary AUM | |||||
| Total AUM | $556.8M |
| Discretionary | $556.3M |
| Employees | 6 |
| Client Accounts | 954 |
| Client Range | 251-500 |
Address
607 DE LA VISTA AVE.
SANTA BARBARA CA 93103
Phone
805-963-0500
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$556M
99.9% of AUM
Non-Discretionary
$473,912
0.1% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$557M
| $556M |
| +23.5% |
| +13.3% |
| +10.4% |
| Non-Disc. AUM | $473,912 | 84.6% | 50.2% | 32.0% |
| Total Accounts | 954 | +1.8% | +2.8% | +4.7% |
| Avg Account Size | $583,659.39 | +20.6% | +9.9% | +5.2% |
| Employees | 6 | +20.0% | +6.1% | 0.0% |
| AUM / Employee | $93M | +2.3% | +6.5% | +10.2% |
Client AUM Segments | |||||
| Wealth AUM | $432M | +22.7% | +13.3% | +11.8% | |
| Institutional AUM | $125M | +23.2% | +11.8% | +5.5% | |
Client Count Segments | |||||
| HNW Clients | 204 | 0.0% | +0.3% | +0.3% | |
| Institutional | 17 | 10.5% | 3.5% | 2.2% | |
| Individuals | 172 | +4.2% | +3.4% | +16.8% | |