Montecito Capital Management Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
225 E Carrillo St Ste 203, Santa Barbara...Phone Number
(805) 965-7955Website
www.mcapitalmgt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Montecito Capital Management Group
Montecito Capital Management is an award-winning fiduciary financial advisory firm based in Santa Barbara and Los Angeles, specializing in investment wealth management for individuals, families, and companies. They offer comprehensive services including financial planning, retirement planning, and customized wealth management strategies tailored to clients' unique goals. With a commitment to transparency and client-first principles, they provide independent, insight-driven guidance while maintaining a low fee structure. Their experienced team, led by founder Kip Lytel, focuses on delivering personalized financial solutions and fostering long-term client relationships.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Montecito Capital Managem...
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Montecito Capital Management Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Montecito Capital Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Montecito Capital Management Group.
Montecito Capital Management Group Tech Stack
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Montecito Capital Management Group News & Media
Montecito Capital Management & Founder, Kip Lytel CFA, Recognized 2024 Best Santa Barbara Financial Advisor
Expertise 2024 Best Santa Barbara Financial Advisors Recognizes Kip Lytel's firm, Montecito Capital Management for 4th consecutive year based on 25 variables. SANTA BARBARA, CALIFORNIA, UNITED STATES, February 18, 2024 /EINPresswire.com/ -- Santa …Santa Barbara Registered Investment Advisor Kip Lytel & RIA firm Montecito Capital Management Recognized as 2024 Global 100 Winner for Leading Financial Planner
The 2024 Global 100, consisting of only 100 of the World’s leading firms and individuals, awards Kip Lytel, CFA, as Leading Financial Planner in his leadership role at Montecito Capital Management. This is a testament to hard work, innovation, and commitment to excellence. Global 100 provides a comprehensive understanding of firms that are leaders in their area of specialization. [PR.com]Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"
RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. [PR.com]
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Montecito Capital Management is an award-winning fiduciary financial advisory firm based in Santa Barbara and Los Angeles, specializing in investment wealth management for individuals, families, and companies. They offer comprehensive services including financial planning, retirement planning, and customized wealth management strategies tailored to... Read More
