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Elizabeth Clark Francis

Santa Barbara Management

Chicago, IL

CRD 8083501

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Employer firm

Santa Barbara Management CRD 334801

$530M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Santa Barbara Management

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-20
NY RA APPROVED 2026-01-20
IL RA APPROVED 2025-04-28
  • CA RA
    APPROVED
    Since 2026-01-20
  • NY RA
    APPROVED
    Since 2026-01-20
  • IL RA
    APPROVED
    Since 2025-04-28

Branch Locations

222 N. Lasalle Street Suite 625, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santa Barbara Management Chicago IL 03/2025 Present
Athenahealth, Inc Chicago IL 04/2024 03/2025
Tegus Chicago IL 09/2019 02/2024
Mealpal Chicago IL 07/2018 08/2019
Pepsico Chicago IL 08/2016 06/2018
  • 03/2025 → Present
    Santa Barbara Management
    Chicago, IL
  • 04/2024 → 03/2025
    Athenahealth, Inc
    Chicago, IL
  • 09/2019 → 02/2024
    Tegus
    Chicago, IL
  • 07/2018 → 08/2019
    Mealpal
    Chicago, IL
  • 08/2016 → 06/2018
    Pepsico
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

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