Advisor at Montecito Investment Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Montecito Investment Strategies
Location
Santa Barbara, CA
Credentials
Series 65
Industry experience
11 years
Dave Strandberg is the founder and sole advisor at Montecito Investment Strategies in Santa Barbara, CA, holding a Series 65 designation with 11 years of industry experience. He established Montecito Investment Strategies in 2014 and also founded Supreme Indicator, a software company that provides technical analysis indicators on the TradingView platform. Montecito Investment Strategies is a registered investment adviser managing approximately $8.2 million in assets for about 25 clients, including individual investors and institutional entities. The firm combines fundamental and technical analysis using proprietary indicators and algorithms to implement portfolio strategies that include ETFs, mutual funds, equities, fixed income, and options.
Based on Montecito Investment Strategies
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $5,000,000: 1.20% $5,000,001+: 1.00%
Account minimum: $250,000
Santa Barbara, CA
California
Montecito Investment Strategies
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
Double Springs Capital LLC
Series 63, Series 65
Santa Barbara, CA
Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
Series 66
Santa Barbara, CA
Duran Capital Management, LLC
CFP®, Series 66
Santa Barbara, CA
Select Investment Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")