# PRESIDIO FINANCIAL ADVISORS LLC

PRESIDIO FINANCIAL ADVISORS LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 313150
- Type: SEC-registered investment adviser
- Location: 105 E DE LA GUERRA STREET, SANTA BARBARA, CA, 93101
- Phone: 805-869-6428
- Latest filing: 2026-02-16
- Regulatory AUM: $4.7M
- Discretionary AUM: $4.7M
- Clients: 1
- Accounts: 19

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313150/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313150/similar
- Related entities: https://search.stillhousedata.com/firm/313150/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313150

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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.