Investment adviser representative · Painted Porch Advisors LLC
Katharine L. Newell
CRD 6953300 · Santa Barbara, CA
At a glance
Katharine L. Newell is an investment adviser representative with Painted Porch Advisors LLC in Santa Barbara, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katharine’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Painted Porch Advisors LLCSince October 2025Santa Barbara, CA · $572M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Katharine’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
- 2 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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- Grace C. McClellanSanta Barbara · Certified Financial Planner
- Zachary J. PhilippSanta Barbara · Certified Financial Planner
- Kurt R. SchliemannSanta Barbara
- Craig A. SchmittSanta Barbara
- Nicholas S. ThanaetSanta Barbara
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