KL
Kipley J. Lytel
MONTECITO CAPITAL MANAGEMENT
Santa Barbara, CA 93101
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CRD#: 2889188
KL
Professional summary
Kipley James Lytel is a registered financial advisor currently at MONTECITO CAPITAL MANAGEMENT located in Santa Barbara, California.
Kipley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kipley has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
A largely inactive private fund (Montecito Hedged Strategies Fund, LP) that has not made any new investments for over a decade and is winding down existing holdings.
CRS (Client Relationship Summary) - RIA
Click below to view Kipley James Lytel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 11, 2023 - Present
MONTECITO CAPITAL MANAGEMENT
Office #1: 225 East Carrillo Suite 203, Santa Barbara, CA 93101RIA
CRD#: 123266
Santa Barbara, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/11/2023)
Exams
Current Firm
MC
MONTECITO CAPITAL MANAGEMENT
KIPLEY J. LYTEL, MONTECITO CAPITAL MANAGEMENT GROUP | MONTECITO CAPITAL MANAGEMENT GROUP | MONTECITO CAPITAL MANAGEMENT | MHSF | LYTEL, KIPLEY JAMES | LYTEL, KIPLEY J.
CRD#: 123266 / SEC#:
California
Registered Investment Advisory firm - (2/17/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 East Carrillo Suite 203, Santa Barbara, CA 93101
Mailing Address
Phone number
(805) 965-7955
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 28,045,007 |
Red Flags
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Company Information
MONTECITO CAPITAL MANAGEMENT
CRD#: 123266Santa Barbara, CA 93101TRUST BUT VERIFY
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