A Registered Investment Advisory Company

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Investment strategies tailored to you.

El Capitan Advisors provides comprehensive investment management platforms and solutions for our diverse client base that includes Cannabis operators, investors, funds, and financial institutions serving the industry.

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Our clients' interests always come first.

Our strategies are specifically designed and tailored to our Client's needs, based on overall investment objectives, time horizon, risk tolerance, and expertise.

For financial institutions, we provide an Off-Balance Sheet cash management solution for the deployment of excess deposits, as well as providing the financial institution a nimble and trusted investment advisor partner, who understands their needs, their clients' needs, and regulatory compliance requirements.

  • Holistic Wealth Planning

  • 401(k) Services

  • Access to Banking in Multiple States

  • Disciplined Rebalancing

  • Custodian Relationships with International Markets Access

  • IPO Process Assistance in the US and Canada

  • Access to US and Canada Banking Partners

  • Peace of Mind and Family Office Support Network