Overview
Assets Under Management: $163 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 33
Average Client Assets: $3.5 million
Frequently Asked Questions
DECAMILLA CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108027), DECAMILLA CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
DECAMILLA CAPITAL MANAGEMENT LLC is headquartered in SACRAMENTO, CA.
DECAMILLA CAPITAL MANAGEMENT LLC serves 33 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, DECAMILLA CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DECAMILLA CAPITAL MANAGEMENT LLC manages $163 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, DECAMILLA CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.56%
Average Client Assets: $3.5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 108027
Filing ID: 2061105
Last Filing Date: 2026-03-03 16:46:00