# WEST COAST FINANCIAL, LLC

WEST COAST FINANCIAL, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104677
- Type: SEC-registered investment adviser
- SEC file number: 801-19093
- Location: 1435 ANACAPA STREET, SANTA BARBARA, CA, 93101
- Phone: 805-962-9131
- Latest filing: 2025-03-20
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $5.7M
- Clients: 42
- Accounts: 2,088

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Clayton Thomas Murdy | CHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016) | — |
| Steven A Weintraub | MANAGING MEMBER, TRUSTEE OF WEINTRAUB REVOCABLE LIVING TRUST | — |
| Jennifer Elaine Shinn | DIRECTOR OF OPERATIONS | — |
| Kristen Elizabeth Koch | MEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUST | — |
| Joseph Eugene Ferreira | MEMBER | — |
| Patrick Dane Corrigan | MEMBER | — |
| Jackson Paul Rabuck | MEMBER | — |
| Jeremy Michael Runnels | MEMBER, TRUSTEE OF RUNNELS FAMILY TRUST | — |
| YOSSEM EUEGENE DAVID | CLASS A & B MEMBER; CLASS B MEMBER; MANAGING MEMBER (+5 more) | — |
| LLOYD BRIAN DENNIS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CLASS B & C MEMBER (+4 more) | — |
| WEINTRAUB STEVEN A | MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CLASS A & B MEMBER; MANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICER (+4 more) | — |
| RITTER AARON DAVID | CLASS B MEMBER | — |
| GORE DAVID CHARLES | CLASS B & C MEMBER; CLASS B MEMBER; MEMBER, TRUSTEE OF GORE FAMILY TRUST | — |
| VAN DEN BERGH MEGAN KENDALL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CLASS C MEMBER | — |
| KOCH AMY ELIZABETH | MEMBER, TRUSTEE OF KRISTEN KOCH REVOCABLE TRUST | — |
| SHINN JENNIFER ELAINE | DIRECTOR OF OPERATIONS | — |
| MURDY CLAYTON THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER AND TRUSTEE OF CRLS LIVING TRUST (7/2016) | — |
| FERREIRA JOSEPH EUGENE | MEMBER | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| WCF REAL ESTATE FUND III, LP | Real Estate Fund | California | 100 | $10.9M | $50K |
| WCF OZONE FUND I, L.P. | Real Estate Fund | California | 35 | $9.8M | $50K |
| WCF REAL ESTATE FUND IV, L.P. | Real Estate Fund | California | 72 | $8.2M | $50K |
| WCF REAL ESTATE FUND II, L.P. | Real Estate Fund | California | 55 | $6.6M | $50K |
| WCF REAL ESTATE FUND I, L.P. | Real Estate Fund | California | 45 | $6.1M | $50K |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AVILA BEACH | CA | 5 | 805-627-1600 |
| AVILA BEACH | CA | 5 | 805-627-1600 |
| SAN DIEGO | CA | 3 | 858-333-6133 |
| SAN DIEGO | CA | 3 | 858-333-6133 |
| SONOMA | CA | 2 | (510) 925-1668 |
| SONOMA | CA | 2 | (510) 925-1668 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104677/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104677/similar
- Related entities: https://search.stillhousedata.com/firm/104677/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104677

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.