Sacramento, CA American River Drive Office

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.