Decamilla Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$153,162,045
Clients
144
Advisors
2
across 2 offices
About
DeCamilla Capital Management provides discretionary investment management to individuals (including high-net-worth clients), trusts, charitable organizations, and businesses, and also serves as an ERISA 3(38) investment manager for qualified and non‑qualified retirement plans. The firm documents client goals and risk tolerance, constructs personalized portfolios, and conducts ongoing monitoring and reporting for managed accounts.
The firm employs a mix of fundamental, technical, quantitative, and modern‑portfolio‑theory methods and implements client strategies on a discretionary basis with periodic reviews and consideration of tax‑loss harvesting opportunities. Trading and portfolio techniques disclosed in the brochure include the use of margin, leverage, options, and other derivative strategies, and clients may impose written investment restrictions.
Distinctive features include the firm’s provision of pooled vehicle management through ERISA 3(38) plan services, a capability that is uncommon among similar supported firms, and its explicit disclosure that borrowing (margin) may be used in separately managed accounts. As a long‑established, small advisor team with a recent ownership transition after the founder’s passing, the firm combines plan‑level fiduciary services with individualized portfolio management and a custodial relationship with a large institutional custodian.
Client services
Expertise
Occupation focus
Fee options
1.5% annually
Account minimum: $100,000
Main office
See officeSacramento CA
Advisors at this office
1
Offices (2)
Most active in
California · Louisiana · New York
Also doing business as
Decamilla Capital Management Inc · Decamilla Capital Management LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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