Select Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$538,605
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$67,326
About
The firm provides investment management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include continuous portfolio management, project-based and ongoing financial planning, and outsourced CFO services that coordinate with clients’ other professionals.
Portfolios are built from client-specific investment policy statements and managed using a mix of passive and active strategies, with fundamental, technical, and cyclical analysis informing selections; the firm also can refer clients to third‑party managers and subscribe to model portfolios on digital platforms. The brochure notes a recent addition to the investable universe — recommendations to include Digital Asset ETFs — and clients receive periodic reviews and custodial reporting.
A distinctive feature is that the firm’s principal also operates an affiliated insurance brokerage and may sell insurance products to clients for separate, customary compensation, an arrangement the brochure discloses as a potential conflict of interest and which accounts for a substantial portion of the principal’s time. The adviser operates at a small scale (roughly $450,000 in assets across eight clients as a solo adviser) while offering CFO-style services, serving on a public pension board in a trustee role, and relying on digital custodians and model marketplaces to implement client strategies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Cfo services
Expertise
Cash flow / budgeting
Fee options
Ongoing Financial Planning upfront fee $2,000 to $4,000 plus $300/month ongoing fee; Project-Based Financial Planning fixed fees
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Financial Planning: $250/hour; CFO Services: $200/hour
Main office location
Select Investment Services
15 W Carrillo St
Santa Barbara CA 93101, United States
Number of offices
2
Most active in
Select Investment Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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