A complete list of active advisors currently associated with Montecito Capital Management

Warmer can help you find a great advisor at Montecito Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Montecito Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.