Montecito Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,641,153
Clients
25
Advisors
1
of 1 employees
About
The firm is a small independent wealth manager serving individuals (including high‑net‑worth clients), college‑savings 529 accounts, an entity client, and a pooled investment vehicle; it manages roughly $35 million across about three dozen accounts. It provides ongoing portfolio management, financial planning, and related wealth‑management services, generally billed on an asset‑under‑management basis.
The firm typically operates on a non‑discretionary basis, requiring client approval for trades and maintaining only limited trading authority to execute discussed transactions. Its investment approach emphasizes multi‑asset active management — combining asset allocation, security selection and tactical adjustments informed by fundamental, technical and cyclical analysis — with client assets held at a third‑party custodian.
Distinctive for a single‑advisor firm, it also advises and holds custody of a private pooled fund that has not accepted new investments in over a decade, reflecting an uncommon private‑fund relationship for a practice of this size. The firm discloses a prior arbitration matter that was settled (a pecuniary settlement and asset transfer) and reports the matter as resolved.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000 - $750,000: 1.00% $750,001 - $2,500,000: 0.90% $2,500,001 - $4,500,000: 0.80% $4,500,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60%
Hourly financial planning fees; specific rates not stated.
Account minimum: $250,000 Fee-only: Fees are negotiable and paid bi-annually; no commissions accepted.
Main office
225 East Carrillo, Suite 203
Santa Barbara CA 93101
Advisors at this office
1
Most active in
California
Also doing business as
Kipley J. Lytel, Montecito Capital Management Group · Lytel, Kipley J. · Lytel, Kipley James · Mhsf · Montecito Capital Management · Montecito Capital Management Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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