Global Financial Services Provider

El Capitan Advisors is an investment advisory firm registered with the SEC providing global financial services for institutions, private funds, private equity, single family and multi-family offices, casinos, Tribal Nations, fintech companies, government agencies, international clients, and high-net worth individuals.

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The evolution of financial services.

As an investment advisor registered with the SEC, El Capitan Advisors leverages its strategic partnerships and financial technology solutions to provide its clients with access to investment advice and cash management services including:

  • Competitive, high yield money market accounts* that provide same day liquidity
  • Access to global banking and financial services through key partners
  • Balance sheet management for financial institution clients through the use of our core banking partners' balance sheets
  • Comprehensive facilitation of foreign currency transactions
  • Full custody and execution services provided through JBH Financial, Inc., an affiliated broker/dealer1
  • Employees located nationwide, in all U.S. time zones, for our clients' convenience
  • El Capitan International, SARL AU2, a wholly owned subsidiary, providing subject matter expertise on international banking and payments in English, Spanish, French, and Arabic

1 Brokerage products are provided through El Capitan Advisors, Inc.'s affiliated FINRA member broker dealer, JBH Financial, Inc. and other third-party broker dealers. Broker dealers are not FDIC insured, there is no bank guarantee, and such products may lose value. Custodial, clearing, and execution services may be provided by RBC Capital Markets, LLC, an unaffiliated third party.

2 El Capitan International ("ECI") is not a registered advisory entity in any jurisdiction and does not provide client advisory services. ECI is wholly owned by ECA and provides subject matter expertise to ECA on international banking and payment matters, and serves as ECA's regional hub for evaluating international expansion opportunities in Europe and the Middle East.

* The yield on money market funds is not guaranteed and is subject to change at any time. The yield is based on the current interest rate environment and may fluctuate based on the changes in market conditions. Past performance is not indicative of future results. Investors should carefully read the money market fund prospectus prior to investing and consider the investment objectives, risks, charges, and expenses of the money market fund before investing. Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.


Assets Under Management


Individual Clients


Financial Institutional Clients