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El Capitan Advisors
SEC-regulated
Registered investment advisor
El Capitan Advisors, Inc., led by Andrew D. Nash, offers financial advisory services with a focus on personalized investment strategies. Established in February 2023, the firm specializes in providing Broker Dealer services through the acquisition of Palmieri and Company, now known as JBH Financial, Inc. Nash, born in 1976, holds a Bachelor of Science in Business Management from Texas Tech University and the University of Phoenix. Prior to El Capitan, he founded Green Fund Investment Holdings, sourcing financial solutions for clients across multiple states.
Nash has no disclosed legal or disciplinary events, ensuring a clean track record. As an indirect owner of JBH Financial, Inc., he may share in the firm's profits. Additionally, Nash provides consulting services to family offices and investment funds under El Capitan's umbrella. Supervised by Chief Compliance Officer Ms. Katrina Skinner, the firm operates under strict compliance policies and procedures.
El Capitan Advisors emphasizes transparency and client-centric practices, ensuring that clients' best interests are prioritized. For more details, visit the SEC's website or contact El Capitan directly.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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