DECAMILLA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$539K
Accounts
302
Employees
2
Advisory reps
3

Firm details

Headquarters
SACRAMENTO, California
CRD number
108027
Registered since
April 7, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI70.56%
  • Individuals23.47%
  • Pension & Profit Sharing Plans5.31%
  • Investment Companies0.58%
  • Corporations / Businesses0.07%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Decamilla Capital Management LLC is a fee-based, discretionary investment adviser that emphasizes equity-heavy portfolios for individuals, families and institutional clients. The firm provides portfolio management across separately managed accounts and pooled vehicles, and also offers pension consulting. Investment activity is centered on exchange-traded equities and ETFs held in customizable SMA structures, with a clear tilt toward liquid, market-traded instruments rather than private, illiquid strategies. Decamilla Capital does not position itself as an ESG-driven manager. Portfolios are managed on a discretionary basis under a percentage-of-AUM fee model, allowing the firm to implement tailored equity exposures, tax-aware adjustments and concentrated holdings where appropriate. The adviser works with third-party managers for select alternative allocations, primarily in real estate, and supplements core equity allocations with mutual funds when needed for diversification or access to specific exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Public Funds/Mutual Funds 1%99%
  • Exchange Traded Equities99%
  • Public Funds/Mutual Funds1%

Owners & executives

2 of 2
  • TIGH RICKMAN

    Vice President, Chief Financial OfficerCRD 6943040

  • RONALD PETROFF

    President, Chief Investment OfficerCRD 1317738

Contacts

1 of 1
  • Jean DeCamilla

    CRD 8162010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SACRAMENTO, CA

SACRAMENTO

Location

SACRAMENTO, CA

Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
SACRAMENTO
Address
4101 J St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth