Decamilla Capital Management Inc (Sacramento)

Decamilla Capital Management Inc is an adviser based in Sacramento. It manages $17.8 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Decamilla Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Decamilla Capital Management: assets under management

The assets under management (AUM) of Decamilla Capital Management Inc is $17.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Decamilla Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Decamilla Capital Management Inc

David Daniel Decamilla has been acting as President since 1 Mar 1998. Steven John Balfrey joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven John Balfrey	Ceo	1 Mar 1998	25% - 50%	4343460
Rhonda Kay Wilson	Corporate secretary	1 Mar 1998	Other	4343496
David Daniel Decamilla	President	1 Mar 1998	50% - 75%	1225771

Based in Sacramento

The principal office where Decamilla Capital Management Inc performs its advisory services is located at 3600 American River Dr, Sacramento, CA 95864, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.