DECAMILLA CAPITAL MANAGEMENT LLC

4101 J Street
Suite 150
Sacramento, California 95819
Tel: 916-979-0870

About DECAMILLA CAPITAL MANAGEMENT LLC

DECAMILLA CAPITAL MANAGEMENT LLC, formally registered with the SEC as DECAMILLA CAPITAL MANAGEMENT LLC. The firm was established in 04/07/2022. They have over 1 offices throughout the country.

DECAMILLA CAPITAL MANAGEMENT LLC is a Sacramento, California based Financial Planning firm with nearly $144,815,189 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108027
SEC#	801-123600
Assets Managed by Firm	$144,815,189
No. of Clients	283
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	283	$144,815,189
Individuals (other than high net worth individuals)	109	$32,757,110
High net worth individuals	33	$99,130,469
Pension and profit sharing plans	5	$11,334,501
Charitable organizations	2	$30,000
Corporations or other businesses	2	$1,563,109

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