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George M Joyaux

Investment adviser representative at Santa Barbara Management
12 yearsExperience
1 stateRegistered in
$530.2MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Santa Barbara Management, LLCAug 2026 to now
  2. The Mather Group, LLCSep 2025 to Jul 2026
  3. UnemployedMay 2025 to Sep 2025
  4. Iron Road Capital PartnersMay 2024 to Aug 2024
  5. Curi CapitalJun 2023 to Aug 2023
  6. Curi CapitalJun 2022 to Aug 2022
  7. Michigan State UniversityAug 2021 to May 2025
  8. Continental AutosportsMay 2020 to Aug 2021
  9. Lyons Township High SchoolAug 2017 to May 2021
  10. Lagrange Country ClubMay 2017 to Aug 2019
  11. Mcclure Junior High SchoolAug 2014 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (IL).

Santa Barbara Management

Legal name: Santa Barbara Mgmt, LLC

$530.2MAssets managed
9Clients
15Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8214592
Firm CRD
334801
Advisor's SEC record (opens in a new tab)
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