# Santa Cruz Financial

Santa Cruz Financial is a RIA based in Rancho Cucamonga, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rancho Cucamonga, United States
- **Region:** North America
- **Address:** Santa Cruz, CA, United States
- **Assets under management:** Undisclosed
- **Website:** https://santacruzfinancial.com

## Regulatory record

- **CRD number:** 334207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334207

## About

Santa Cruz Financial Services LLC is a Georgia-based independent insurance agency. Agents shop a network of trusted insurance providers on clients' behalf to help select comprehensive policies. The firm offers personal insurance, business insurance, and employee benefits solutions. It is licensed in GA, AL, SC and TX.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables

## People

- ROY WILLIAMS
- Fanny Jacobs

## Questions

### How does Santa Cruz Financial source proprietary deal flow?

The firm sources deals through direct relationships with developers, operators, and institutional partners, particularly in the real estate and energy sectors. It has a reputation for long-standing local connections in California and the Pacific Northwest.

### Which sectors does Santa Cruz Financial explicitly avoid?

The firm is known to avoid volatile sectors such as venture capital, public equities, and highly cyclical industries. It prefers assets with stable cash flows and inflation-hedging characteristics.

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Last updated: 2026-08-11T15:08:04.536Z

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