Andrew
Nash

El Capitan Advisors

CRD#6874764
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Andrew Nash is a financial advisor based in Santa Barbara, California, working with El Capitan Advisors. Andrew has previously held positions at Pacifica Commercial Realty, Green Fund Investment Holdings, LLC, El Capitan Advisors, LLC, Faciam Holdings, Inc, and Jbh Financial, Inc. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Andrew is part of El Capitan Advisors, which operates out of Santa Barbara, California. The firm has 9 employees and manages assets totaling $7.4 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at El Capitan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1900 State Street Suite J
Santa Barbara, CA 93101

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El Capitan Advisors Brokerage Details

Total Assets Under Management

$7,425,381,304

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

1,038

CA Average: 3,727
Average Account Size

$7,153,547

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Nash Work History

2023 - Present (1 year)

Jbh Financial, Inc

2017 - Present (7 years)

El Capitan Advisors, LLC

2017 - 2020 (3 years)

Faciam Holdings, Inc

2016 - 2018 (2 years)

Pacifica Commercial Realty

2014 - 2018 (4 years)

Green Fund Investment Holdings, LLC

Disclosures

Please visit the SEC profile of Andrew Nash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at El Capitan Advisors

Andrew Nash
Santa Barbara, CA

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