SANTA BARBARA, CACRD 310628Latest ADV March 27, 2026
15 Equity is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 27, 2026, reports $136M in regulatory assets under management, 7 employees, and 118 accounts.
Assets Under Management
$136M
Employees
7
Offices
--
Total Clients
112
Primary office
SANTA BARBARA, CA
10 EAST YANONALI STREET, SUITE 109, SANTA BARBARA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.6% of total clients.
Top client categories% of clientsClients
1
HNWI
53.6%
60
2
Individuals
46.4%
52
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 27, 2026
Discretionary70.0%
$95M
70% of total RAUM70.0%
Non-discretionary30.0%
$41M
30% of total RAUM30.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$136M
Total Accounts118
10Y AUM Change+$9M (+7.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.