# Select Investment Services

> Select Investment Services is a state-registered investment advisory firm in Santa Barbara, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 331739
- Filed as: SELECT INVESTMENT SERVICES
- Legal name: Vidal, Michael Anthony DBA Select Investment Services
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331739
- AdvisorCensus page: https://advisorcensus.com/firm/select-investment-services-santa-barbara-ca-331739

## Quick answers

**How is Select Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Select Investment Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Select Investment Services located?**
Select Investment Services' principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Select Investment Services registered with the SEC or a state?**
Select Investment Services is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331739.

**How much does Select Investment Services manage?**
Select Investment Services reports $538,605 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Select Investment Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Select Investment Services 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/331739

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $538,605
- Discretionary: $538,605
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $538,605 |
| High net worth individuals | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- selectinvestments.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Select Investment Services (CRD 331739): Form ADV filing data as of October 2026.