# Mindset Capital LLC

> Mindset Capital 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: 308653
- Filed as: MINDSET CAPITAL LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308653
- AdvisorCensus page: https://advisorcensus.com/firm/mindset-capital-llc-santa-barbara-ca-308653

## Quick answers

**Where is Mindset Capital LLC located?**
Mindset Capital LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**How does Mindset Capital LLC report to regulators?**
Mindset Capital LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 308653.

**Does Mindset Capital 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/308653

## 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.

### Websites listed on Form ADV (Item 1.I)
- mindsetcapital.com
- mindsetvalue.substack.com
- YouTube @UC-HA_InMzHymXhTU_5gxJOA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mindset Capital LLC (CRD 308653): Form ADV filing data as of October 2026.