SAN GABRIEL CAPITAL

Overview

SAN Gabriel Capital is an independent, owner-operated registered investment adviser set up as a limited liability company that focuses on serving individuals and families. The firm combines financial planning with discretionary portfolio management and also offers portfolio management to small businesses and other business or institutional clients. Its advisory model charges a percentage of assets under management and can supplement that with hourly fees for planning or consultative work. The adviser publishes client-facing periodicals or newsletters as part of its client communications. Investment preference centers on equities as core holdings, with a meaningful use of exchange-traded instruments for liquid market exposure. The firm does not position itself as an active ESG investor and operates on a single-state basis rather than a multi-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices