{
  "crd_number": 289814,
  "slug": "central-coast-tax-and-financial-services-lompoc-ca-289814",
  "primary_business_name": "CENTRAL COAST TAX & FINANCIAL SERVICES",
  "legal_name": "SABIN, GARRETT LOREN",
  "dbas": [],
  "city": "Lompoc",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "42200",
  "metro": {
    "cbsa_code": "42200",
    "common_name": "Santa Maria",
    "msa_name": "Santa Maria-Santa Barbara, CA",
    "path": "/advisors/ca/santa-maria"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-04-27",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-06-09",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289814",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "LOMPOC",
  "url": "https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814",
  "display_name": "Central Coast Tax & Financial Services",
  "summary": "Central Coast Tax & Financial Services is a state-registered investment advisory firm in Lompoc, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.",
  "citation": "AdvisorCensus. Central Coast Tax & Financial Services (CRD 289814): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Central Coast Tax & Financial Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Central Coast Tax & Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Central Coast Tax & Financial Services located?",
      "a": "Central Coast Tax & Financial Services' principal office is in Lompoc, CA, according to its Form ADV."
    },
    {
      "q": "Is Central Coast Tax & Financial Services registered with the SEC or a state?",
      "a": "Central Coast Tax & Financial Services is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 289814."
    },
    {
      "q": "How much does Central Coast Tax & Financial Services manage?",
      "a": "Central Coast Tax & Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated June 9, 2026."
    },
    {
      "q": "Does Central Coast Tax & Financial Services report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289814"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289814",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}