RIA Intel›Advisers›California›ANACAPA FINANCIAL, LLC

ANACAPA FINANCIAL, LLC

Advisory

VENTURA, CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA

#3,146

of 5,480 advisers by AUM

Average account

$131K

across 525 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$69M

Discretionary AUM$65M

Non-Discretionary AUM$3M

Discretionary %95.2%

Total Clients182

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

182 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

LIBERTY CAPITAL MANAGEMENT, INC.

$69M

GPS CAPITAL MANAGEMENT, LLC

$69M

BANGERTER FINANCIAL SERVICES, INC.

$69M

RITTER BRUCE CHARLES

$69M

JONES WEALTH ADVISORS, LLC

$69M

FINANCIAL SECURITY SOLUTIONS, CORP.

$69M

Get the full picture on ANACAPA FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANACAPA FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans