Montecito Capital Management I Kip Lytel, CFA
A Registered Investment Advisory Firm headquartered in Santa Barbara, California. www.mcapitalmgt.com
3 employees · est. 2004 · Santa Barbara, United States
Montgomery Financial, LLC
Investing today for a better tomorrow
13 employees · est. 2008 · United States
Montecito Capital Management I Kip Lytel, CFA is the older company (2004 vs 2008); Montgomery Financial, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Montecito Capital Management I Kip Lytel, CFA | Montgomery Financial, LLC |
|---|---|---|
| Founded | ||
| Founded | 2004 older | 2008 |
| Headquarters | ||
| Headquarters | Santa Barbara, United States | United States |
| Employees | ||
| Employees | 3 | 13 larger |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Equity Crowdfunding |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment Advisory, Financial Planning, Portfolio Management, Retirement Solutions, Multi-asset Portfolios, Registered Investment Advisory, Wealth Planning, Financial Advisory Services, Boutique Firm, Forbes Top Wealth Managers, Financial Advisor Services, Santa Barbara Wealth Management, Los Angeles Financial Services | Investment Advisory, Fiduciary, Long-term Financial Planning, Proactive Tax Planning, Income Planning, Retirement Planning, Financial Education, Financial Coaching, Registered Investment Advisor, Insurance Services, Empowerment, Wealth Management, Client-Centric Approach |
| Website | ||
| Website | mcapitalmgt.com | montgomeryfinancialservices.com |
About Montecito Capital Management I Kip Lytel, CFA
Montecito Capital Management, founded in 2004 by Kip Lytel, is a boutique wealth management firm based in Santa Barbara and Los Angeles, California. The firm's primary focus is on building diverse, multi-asset liquid portfolios to achieve long-term positive target returns while mitigating loss-relat...
About Montgomery Financial, LLC
Montgomery Financial, LLC is an Independent, Fiduciary, Registered Investment Advisory firm that focuses on long-term financial planning, efficient investment management, proactive tax planning, and long-term income planning. Established in 2008, the company's mission is to enhance the lives of its...
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