DECAMILLA CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 108027
- Registered since
- April 7, 2022
- Website
- www.decamillacapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2TIGH RICKMAN
Vice President, Chief Financial OfficerCRD 6943040
RONALD PETROFF
President, Chief Investment OfficerCRD 1317738
Contacts
1 of 1Jean DeCamilla
CRD 8162010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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