Brent
Johnson

Santiago Capital, LLC

CRD#2517748
Investment Advisor
in San Francisco, CA

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About this Advisor

Brent Johnson is a financial advisor who works in San Francisco, California with a total of 6 years of relevant experience. Johnson is an advisor for Santiago Capital, LLC. The advisor has gained experience at Baker Avenue Asset Management and Santiago Capital, LLC. Johnson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Santiago Capital, LLC is a business with a branch in San Francisco, California. It handles $158 million in assets under management between its 38 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 38 accounts, 92% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial management are based on which service is provided. However, fee types charged by Santiago Capital, LLC likely consist of some blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

301 Battery Street 2Nd Floor
San Francisco, CA 94111

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Santiago Capital, LLC Brokerage Details

Total Assets Under Management

$157,717,246

Total Number of Employees

1

Total Number of Accounts

38

Average Account Size

$4,150,454

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Brent Johnson Work History

Brent has been registered as a financial advisor for 6 years.*

2011 - Present (13 years)

Santiago Capital, LLC

2010 - Present (14 years)

Baker Avenue Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brent Johnson 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 Santiago Capital, LLC

Brent Johnson
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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