ANACAPA FINANCIAL, LLC

ANACAPA FINANCIAL, LLC of VENTURA, CA is an SEC-registered investment adviser (CRD 305365). Regulatory assets under management: $68.7M.

Registration

• CRD: 305365
• Type: Registered investment adviser
• Location: 1363 DONLON STREET, VENTURA, CA, 93003
• Phone: (805) 715-3536
• Latest filing: 2026-02-24
• Regulatory AUM: $68.7M
• Discretionary AUM: $65.4M
• Non-discretionary AUM: $3.3M
• Clients: 5
• Accounts: 525

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305365 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search