# 15 EQUITY, LLC

15 EQUITY, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 310628
- Type: SEC-registered investment adviser
- SEC file number: 801-119711
- Location: 10 EAST YANONALI STREET, SUITE 109, SANTA BARBARA, CA, 93101
- Phone: 805-456-4426
- Latest filing: 2026-03-27
- Regulatory AUM: $135.9M
- Discretionary AUM: $95.1M
- Non-discretionary AUM: $40.8M
- Clients: 7
- Accounts: 118

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Ashley Paige Latourelle | CCO | — |
| Raymond Joseph Lucia | CEO | — |
| Joseph Paul Lucia | MEMBER | — |
| Lance William Helfert | MEMBER | — |
| Ryan Atticus Lowe | MEMBER | — |
| Mitchell Steven Avnet | CCO | — |
| HELFERT LANCE WILLIAM | MEMBER | — |
| LOWE RYAN ATTICUS | MEMBER | — |
| LUCIA RAYMOND JOSEPH | CEO | — |
| AVNET MITCHELL STEVEN | CCO | — |
| LUCIA JOSEPH PAUL | MEMBER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2013-12-23 | regulatory | ON DECEMBER 23, 2013, THE SECURITIES AND EXCHANGE COMMISSION ENTERED AN ADMINISTRATIVE ORDER AGAINST WEST COAST ASSET MANAGEMENT, INC. ("WCAM") AND LANCE W. HELFERT, THE PRESIDENT AND DIRECTOR OF WCAM. WITHOUT ADMITTING OR DENYING THE ALLEGATIONS THEREIN, WCAM AND MR. HELFERT CONSENTED TO THE ENTRY… | Final | $133K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310628/similar
- Related entities: https://search.stillhousedata.com/firm/310628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310628

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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.