Broker Check

San Gabriel Capital LLC is an independent Registered Investment Advisor dedicated to helping clients achieve their financial goals through a well thought out wealth management plan. We provide wealth management services for a number of high net worth individuals, trusts, nonprofits and retirement plans.

Our service offerings include:

  • Personal financial planning and wealth management
  • Retirement, succession, estate and education planning
  • Customized portfolio design, implementation and management
  • Qualified retirement plans and 401(k) design and management

We invest our client's money with custom allocations tailored to the client's individual goals and objectives.

We put our clients' interests first. As a fee-only advisor, San Gabriel Capital offers objective, professional investment advice without the conflict of interest incurred with commissions and product sales. We are an independent, fee-only advisor and have a fiduciary duty to our clients. As a fiduciary, we put the interests of our clients first. Fees, based on the value of investments we manage, are our only source of income. We do not receive commissions, 12b-1 charges, or other revenue from third parties that could create conflicts of interest with our clients.

Because we believe that it is in the best interests of our clients, San Gabriel Capital has incorporated funds from Dimensional Fund Advisors (Dimensional) in the portfolios of our clients and our personal accounts. Dimensional is a highly-respected institutional investment management firm with $338 billion in assets under management, as of December 31, 2013.

Many of the largest pension funds in the world use Dimensional. Based on academic research, the mission of Dimensional is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading. The Dimensional model of investment is based on the science of capital markets to tilt the odds in your favor, not on speculation.