# MONTECITO CAPITAL MANAGEMENT

MONTECITO CAPITAL MANAGEMENT of SANTA BARBARA, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 123266
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123266/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123266/similar
- Related entities: https://search.stillhousedata.com/firm/123266/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123266

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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.