Non-branch Location
Carpinteria, CA 93013


Phone: 310.289.9595

Who We Serve



Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

Financial goals are achieved through informed, trustworthy decisions. That’s why at CAPTRUST, our strong values and 20+ years of experience keep your best interests at the forefront. As your local advising service, we’d love to apply our expertise to your unique financial needs and wealth management goals.

Our Team

Jonathan Stoller

Vice President,
Financial Advisor

At CAPTRUST, we put our clients’ needs first. That’s not only the right thing to do for the client; it’s also what works best for us as advisors because it means we are in the same boat, rowing in the same direction.
Jonathan Stoller


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.