Investment adviser representative · Capital Management Services
David Biehl
CRD 2107103 · Santa Barbara, CA
At a glance
David Biehl is an investment adviser representative with Capital Management Services in Santa Barbara, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Capital Management ServicesSince May 2024Santa Barbara, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.