Presidio Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$490,114,274
Clients
328
Advisors
9
of 14 employees
About
Presidio Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm also coordinates with unaffiliated independent managers and third-party platforms to implement and oversee client portfolios and related planning services.
Presidio’s investment process emphasizes fundamental analysis and generally favors long-term strategies implemented with low-cost mutual funds and ETFs, while retaining the flexibility to use individual equities, bonds, alternative investments, structured products and options when appropriate. The firm conducts continuous monitoring and portfolio rebalancing, and notes the use of derivatives and short-term margin borrowing as tools it may employ within separately managed accounts and to manage specific risk or liquidity needs.
What distinguishes Presidio from many peers is its combination of a relatively high stated minimum relationship size (a $1,000,000 guideline with discretionary exceptions) and its recent establishment and ownership structure (founded in 2022 and owned by Absolute Wealth Advisors, Inc.). The firm also explicitly offers retirement plan services that include participant enrollment and education tracking and provides ERISA-related advisory roles (3(21)/3(38)), reflecting a focus on plan-level education and oversight alongside its private-client wealth management.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning and consulting services range from $2,500 to $75,000; Retirement plan consulting flat fees up to $75,000 annually
$0 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.15% $1,000,000 - $2,499,999.99: 0.85% $2,500,000 - $4,999,999.99: 0.75% $5,000,000 - $9,999,999.99: 0.55% $10,000,000+: 0.35%
Up to $450 per hour for financial planning and consulting services
Recurring fees range from $2,500 to $75,000 for financial planning and consulting services
Account minimum: $1,000,000 Fee-only: 1.50% for accounts under $500,000, tiered fees for accounts above $500,000
Main office
12626 High Bluff Drive, Ste 150
San Diego CA 92130
Advisors at this office
9
Most active in
Arizona · California · Florida · Nevada · Texas
Also doing business as
Absolute Wealth Advisors, Inc. · Presidio Capital Management · Presidio Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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