DESERT CAPITAL MANAGEMENT GROUP, INC
Firm details
- Headquarters
- HERMOSA BEACH, California
- CRD number
- 322100
- Website
- www.dsrtcptl.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI93.63%
- Individuals6.37%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Desert Capital Management Group, Inc. is a small corporate advisory firm focused on portfolio management for individual and family clients and small businesses. The firm’s asset mix is heavily equity-oriented: its registered activity shows a clear preference for exchange-traded equities and ETF-style exposures, with client accounts structured largely as separately managed or non-discretionary arrangements. Fee arrangements combine a percentage-of-AUM component with commission-based activity, which aligns with a hybrid servicing model where clients may retain trading authority or engage in transactional purchases alongside advisory relationships. The firm does not position itself as an ESG-driven manager and operates within a single-state footprint.
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 Equities100%
Owners & executives
1 of 1Mario Nieto
President, Chief Compliance OfficerCRD 7269388
Contacts
2 of 2Kelsey Markham
Marketing DirectorCRD 8204496
STEPHANIE MEARSE
Vice PresidentCRD 6261398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HERMOSA BEACH, CA
LOS ANGELES
Location
HERMOSA BEACH, CA
Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2447 Pacific Coast Hwy
- Time zone
- PT (UTC-8)
- Office locations
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