What departments does El Capitan Advisors, Inc. have?

El Capitan Advisors, Inc. has employees across 1 departments including Banking.

What is the largest department at El Capitan Advisors, Inc.?

The largest department at El Capitan Advisors, Inc. is Banking with 1 employees.

Where are El Capitan Advisors, Inc. employees located globally?

El Capitan Advisors, Inc. has employees across 2 continents and 2 countries including Morocco, United States Of America.

How has El Capitan Advisors, Inc.'s team size changed over time?

El Capitan Advisors, Inc.'s team has remained stable from approximately 1 to 1 employees based on available data.

El Capitan Advisors, Inc. Employee Directory

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.

El Capitan Advisors, Inc. Global Highlights

Africa
1

Morocco
1

North America
1

United States Of America
1

El Capitan Advisors, Inc.'s Leadership

M. B.
Global Director - International Banking - Emea
Mobile Phone
Email

El Capitan Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from El Capitan Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

M. B.
Global Director - International Banking - Emea
Mobile Phone
Email
MoroccoGrand Casablanca
Aug 05, 2024

Frequently Asked Questions

What is El Capitan Advisors, Inc. known for?

El Capitan Advisors, Inc. was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1900 State Street Suite j Santa Barbara, California 93101 United States. Explore El Capitan Advisors, Inc.'s company overview page for more information.

What is El Capitan Advisors, Inc.'s most common email format?

El Capitan Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more El Capitan Advisors, Inc. email formats with LeadIQ.

How many employees does El Capitan Advisors, Inc. have currently?

El Capitan Advisors, Inc. has approximately 2 employees as of June 2026. These team members are located across 2 continents, including AfricaNorth America.

Who are El Capitan Advisors, Inc.'s key employees and leadership?

As of June 2026, El Capitan Advisors, Inc.'s key employees include:

Global Director - International Banking - Emea: M. B.

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El Capitan Advisors, Inc. Employee Directory

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