Santa Barbara Registered Investment Advisor Kip Lytel & RIA firm Montecito Capital Management Recognized as 2024 Global 100 Winner for Leading Financial Planner

The 2024 Global 100, consisting of only 100 of the World’s leading firms and individuals, awards Kip Lytel, CFA, as Leading Financial Planner in his leadership role at Montecito Capital Management. This is a testament to hard work, innovation, and commitment to excellence. Global 100 provides a comprehensive understanding of firms that are leaders in their area of specialization. - October 24, 2023

Santa Barbara-Based Investment Advisor Named Best Financial Advisor, Montecito Capital Management

Montecito Capital Management, and it founder Kipley Lytel, Ranked Top 22 Financial Advisors out of 903 RIA firms for 2022. Marking the 6th yearly consecutive selection in a row, Expertise’s Ranking lists Montecito Capital Management as “Best Financial Advisor in Los Angeles” for 2022. - February 17, 2022

Santa Barbara Investment Advisor, Kipley Lytel, Best Financial Advisor in 2021 Expertise Ratings

For the fourth year in a row, Montecito Capital Management’s owner, Kipley Lytel CFA, has made the Top 22 Advisor List of Financial Advisors out of a field of 900 financial peer advisors. - January 22, 2021

Local Santa Barbara Investment Advisor, Kipley Lytel CFA Awarded "Wealth & Finance Elite 2021"

RIA Founder of Montecito Capital Management, Kipley J. Lytel CFA, recognized as “Best Wealth Manager 2021” by Corp Today for Southern California region. - December 28, 2020

Kipley Lytel’s Investment Firm Recognized as Region’s Top 20 Financial Advisors

Expertise Ranked Kipley J. Lytel and Montecito Capital Management as Top 20 Regional Financial Advisors for 2020. - March 13, 2020

Kipley Lytel’s Advisory Firm Ranked Top 20 Financial Advisors Out of 897 for 2019

Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA are honored to have again been ranked in the Top 20 Financial Advisors List for the year of 2019 particularly given the depth of 897 candidates considered. - July 03, 2019

Kipley Lytel & Montecito Capital Management Awarded 2019 Wealth Management Firm of the Year for Southern California

Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California. - June 21, 2019

Kipley Lytel & Montecito Capital Management Awarded by Wealth & Money Management for Best Wealth Management Practice in 2018

Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine. - July 09, 2018

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

Kipley Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors Out of 898 for 2018

For the second year in a row, Expertise has selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors in Los Angeles, California - February 15, 2018

Montecito Capital Management Group & Founder, Kipley Lytel, Recognized as Top 20 Financial Advisors in Los Angeles, California

Expertise recently completed a comprehensive rating evaluation of 898 advisors in Los Angeles, California and selected Montecito Capital Management Group & its Founder, Kipley J. Lytel, CFA as the Top 20 Financial Advisors in LA. - May 17, 2017

Lytel-Pugh Engagement Announcement

Mr. and Mrs. Roger (Joye) Lytel are delighted to announce the engagement of their son, Kipley James Lytel to Miss Diana Agnese Pugh, all of Santa Barbara. The recent engagement was celebrated on a family European cruise during the holidays. Kipley graduated from Montecito Union, Laguna Blanca and... - March 24, 2009

Montecito Capital Management & Founder, Kipley J. Lytel, Selected as One of the Most Dependable™ Wealth Managers of Southern California

Montecito Capital Management & Kipley J. Lytel selected as one of The Most Dependable™ Wealth Managers of Southern California for 2008. The list of the Most Dependable™ Wealth Managers of Southern California is scheduled to be published in the July 21st issue of Forbes Magazine. - August 07, 2008

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