MONTECITO CAPITAL MANAGEMENT

MONTECITO CAPITAL MANAGEMENT of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 123266). Regulatory assets under management: $35.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 123266
• Type: Registered investment adviser
• Location: 225 EAST CARRILLO, SANTA BARBARA, CA, 93101
• Phone: 805-965-7955
• Latest filing: 2026-03-30
• Regulatory AUM: $35.0M
• Non-discretionary AUM: $35.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123266 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search