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AdvisorCensus / Financial advisors / California / Santa Cruz, CA / New firms

New investment advisory firms in Santa Cruz, CA

2 investment advisory firms in Santa Cruz, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Santa Cruz, CA · Atom feed · How this list is built

May 2026 (1)

FirmLocationRegistration
Wynn Capital Management, LLCSanta Cruz, CASEC-registered investment adviser

March 2026 (1)

FirmLocationRegistration
Year Zero Ventures Group LLCSanta Cruz, CAExempt reporting adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Santa Cruz, CA. https://advisorcensus.com/advisors/ca/santa-cruz/new-firms
https://advisorcensus.com/advisors/ca/santa-cruz/new-firms