# Levelized Capital Management LLC

> 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.

- CRD: 329588
- Filed as: LEVELIZED CAPITAL MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329588
- AdvisorCensus page: https://advisorcensus.com/firm/levelized-capital-management-llc-santa-barbara-ca-329588

## Quick answers

**Where is Levelized Capital Management LLC located?**
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).

**How does Levelized Capital Management LLC report to regulators?**
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.

**Does Levelized Capital Management LLC report any disciplinary disclosures?**
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

**What changed in Levelized Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Santa Barbara, CA

### Websites listed on Form ADV (Item 1.I)
- levelized.vc
- LinkedIn @levelized

## Changes in the filing (last 12 months)

### April 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Levelized Capital Management LLC (CRD 329588): Form ADV filing data as of October 2026.