ANACAPA FINANCIAL, LLC

Overview

Anacapa Financial, LLC is a small, privately held investment adviser and capital allocator that serves individuals, families and select institutional clients. The firm combines fee-based advisory services with brokerage, insurance and real estate activities—registering representatives with a broker-dealer while also operating as a real estate and insurance broker. Its advisory work spans financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of outside managers, plus educational workshops. Investment posture is equity centric: the firm shows a clear preference for exchange-traded equities and uses separate managed account structures to implement client strategies. Management is predominantly discretionary, and the firm supplements public market exposure with allocations to real estate through third‑party managers and client-appropriate insurance products. Anacapa does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices