El Capitan Advisors, Inc.

Financial ServicesCalifornia, United States2-10 Employees

El Capitan Advisors, Inc. is a Santa Barbara-based financial services firm that operates as a Registered Investment Adviser focused on cash management and investment management. It serves financial institutions, business owners, investors, funds, and private equity, delivering balance sheet management, cash management, Off Balance Sheet sweep services, and investment oversight. The firm reports no limits on deposit size or on the number of accounts per client or institution, emphasizing scalable deposit and account handling capabilities. Its client base spans all 50 states and extends to international engagements, supported by a partner network that includes treasury services, 401k, escrow, trust, custody, trading, fund services, and investment banking. In June 2018, Partner Colorado Credit Union announced a strategic partnership with El Capitan Advisors to provide investment management services for its membership, including Safe Harbor Private Banking, the credit union's cannabis banking subsidiary.

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