{
  "crd_number": 329588,
  "slug": "levelized-capital-management-llc-santa-barbara-ca-329588",
  "primary_business_name": "LEVELIZED CAPITAL MANAGEMENT LLC",
  "legal_name": "LEVELIZED CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Santa Barbara",
  "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": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-03-28",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://levelized.vc",
    "https://linkedin.com/company/levelized"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329588",
  "city_as_filed": "SANTA BARBARA",
  "url": "https://advisorcensus.com/firm/levelized-capital-management-llc-santa-barbara-ca-329588",
  "display_name": "Levelized Capital Management LLC",
  "summary": "Levelized Capital Management LLC is an exempt reporting adviser in Santa Barbara, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Levelized Capital Management LLC (CRD 329588): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Levelized Capital Management LLC located?",
      "a": "Levelized Capital Management LLC's principal office is in Santa Barbara, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Levelized Capital Management LLC report to regulators?",
      "a": "Levelized Capital Management LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 329588."
    },
    {
      "q": "Does Levelized Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329588"
    },
    {
      "q": "What changed in Levelized Capital Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Began filing reports as an exempt reporting adviser."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Began filing reports as an exempt reporting adviser."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/levelized-capital-management-llc-santa-barbara-ca-329588.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/329588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}