# Central Coast Tax & Financial Services

> 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.

- CRD: 289814
- Filed as: CENTRAL COAST TAX & FINANCIAL SERVICES
- Legal name: Sabin, Garrett Loren
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lompoc, CA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289814
- AdvisorCensus page: https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814

## Quick answers

**How is Central Coast Tax & Financial Services compensated?**
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.

**Where is Central Coast Tax & Financial Services located?**
Central Coast Tax & Financial Services' principal office is in Lompoc, CA, according to its Form ADV.

**Is Central Coast Tax & Financial Services registered with the SEC or a state?**
Central Coast Tax & Financial Services is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 289814.

**How much does Central Coast Tax & Financial Services manage?**
Central Coast Tax & Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated June 9, 2026.

**Does Central Coast Tax & Financial Services report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289814

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Central Coast Tax & Financial Services (CRD 289814): Form ADV filing data as of October 2026.