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ANACAPA FINANCIAL, LLC
CRD 305365
1363 DONLON STREET, #5, VENTURA, CA, 93003, United States
Phone
(805) 715-3536
Fax
(805) 715-3580
Registration
— (—)
Source
State registered
Total AUM
$68.7M
Discretionary AUM
$65.4M
Team
5 total employees; 3 advisory reps; 182 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $34.8M |
| High net worth individuals | 16 | $28.5M |
| Pension/profit sharing plans | 3 | $3.3M |
| Other investment advisers | 3 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD