# ANACAPA FINANCIAL, LLC

ANACAPA FINANCIAL, LLC of VENTURA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 305365
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305365/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305365/similar
- Related entities: https://search.stillhousedata.com/firm/305365/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305365

---

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.