West Coast Financial, LLC
CRD 104677SEC# 801-19093Santa Barbara, CA
No longer SEC-registered. West Coast Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.84B
Employees
42
Accounts
2,088
Location
Santa Barbara, CA
West Coast Financial, LLC assets under management
West Coast Financial, LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. It reports $1.8 billion in regulatory assets under management and employs 42 people.
West Coast Financial, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton Thomas Murdy Control | Chief Compliance Officer, Member And Trustee Of Crls Living Trust | 10-25% | 2019 |
| Crls Living Trust | Member | 10-25% | 2016 |
| Jackson Paul Rabuck | Member | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does West Coast Financial, LLC manage?
West Coast Financial, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does West Coast Financial, LLC have?
West Coast Financial, LLC reports 42 employees.
Where is West Coast Financial, LLC located?
West Coast Financial, LLC is based in Santa Barbara, CA.
Does West Coast Financial, LLC disclose fund performance?
West Coast Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1435 Anacapa Street, Santa Barbara, CA 93101 |
| Office hours | M - Th 8:30 a.m. - 5:00 p.m., F 8:30 a.m. - 3 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.84BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.84Bregulatory AUM
Discretionary $1.83BNon-discretionary $5.7M