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MONTECITO CAPITAL MANAGEMENT
LYTEL, KIPLEY J.
CRD 123266
225 EAST CARRILLO, SUITE 203, SANTA BARBARA, CA, 93101, United States
Phone
805-965-7955
Fax
805-966-2281
Registration
— (—)
Source
State registered
Total AUM
$35.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $7.4M |
| High net worth individuals | 12 | $26.3M |
| Pooled investment vehicles | 1 | $64K |
| Corporations/business entities | 1 | $123K |
All web addresses on file
Official SEC filing: View on IAPD