Overview

El Capitan Advisors

Information by Research Trustfinance

https://www.elcapadv.com/

El Capitan Advisors, LLC is a full-service, independent wealth management firm based in California's Central Valley. As a registered investment advisor, the firm operates under a fiduciary standard, prioritizing their clients' best interests. Their services encompass a comprehensive approach to financial health, including investment management, retirement planning, estate planning strategies, and insurance analysis. The firm was founded to provide objective, tailored financial advice to individuals, families, and business owners.


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Banking
  • Other Service