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DeCamilla Capital Management, LLC

Tel: 916-979-0870
4101 J Street
Suite B
Sacramento, CA 95819
DeCamilla Capital Management, LLC | Financial Advisor in Sacramento ,CA

About DeCamilla Capital Management, LLC

A private independent money management firm established in 1998, DeCamilla Capital customizes and manages enterprise-driven investment portfolios.

We operate as investment fiduciaries on behalf of our customers' sharing our knowledge, building trust and confidence, and serving in a dutiful manner in managing the assets of our clients for their exclusive benefit.

We do this work because we believe investment advisers should not be salespeople but should provide ethical investment guidance and expertise.

Our lean yet robust nature enables us to put more focus on individual customers and their investment needs and goals using our 30 plus years of investment experience.

We service clients nationwide from our main office in Sacramento, California.

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General Information

Firm Start Year:   1998
Insurance License#:   NA
States Licensed in:   Federally Covered
Number of Years with Current Firm:   25
Work Experience:   A strict fiduciary, DeCamilla Capital Management has been serving the greater Sacramento region since 1998.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Portfolio Management, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Money Management


Investment Types:   Stocks, Bonds
Can meet clients in the following ways:   Email, Phone, Our Office, Video Conference, Your Office

Firm Information

Advisor's Number of Clients:   123
Advisor's Number of Managed Clients:   123
Advisor's Number of Planning Clients:   0
Assets Managed by Advisor:   $115,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.5%
Hourly Rate:   $0
Additional Details on Charges:   We charge 1.5% on assets under management, however cash and cash equivalents (Treasurys, CDs, etc.) are excluded from fees.
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $0

Board Positions

Organization :   City of Sacramento Pension Board, Sacramento, CA
Position :   Chairman
Duration :   1989-2017
Organization :   Sacramento County Employee Retirement System, Sacramento, CA
Position :   Board Member
Duration :   1989-1993
Organization :   916 Ink
Position :   Treasurer
Duration :   03/10/2021-Present

Financial Services

Financial Advice & Consulting

Our investment strategies take a wholistic view of our clients needs, assets and liabilities. Our experience allows us to offer an unvarnished point of view not generally found with other wealth managers.

Portfolio Management

We craft separately managed portfolios specifically tailored to individual client's needs and goals using publicly traded, best in class equities. We never have, nor will we ever accept a commission from a mutual fund to put a client in an investment product such as a mutual fund as this could lead to conflicted advice and a violation of the Fiduciary Standard.

401K Rollovers

We help clients establish new individual retirement accounts (IRAs) and guide them through the rollover process. In many cases this includes consolidating multiple 401k accounts, giving them control over and bringing simplicity and clarity to their retirement investments.

Investment Advice & Management

The transparency we offer is a rarity in financial services industry. Our goal is to impart our clients with an understanding of how their assets are working and the rationale behind each of our decisions.

Wealth Management

Our portfolios strike a client defined balance between capital appreciation and dependable income based on their needs and goals, and are actively managed in a tax sensitive manner.

Money Management

We take the long view. Our portfolios are built to withstand the ever-rising cost of living and generate a steady, predictable income stream into the future.


WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures



Registered Investment Advisor:


Registered Representative:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Communities Served

Sacramento Davis
El Dorado Hills Roseville
Granite Bay San Francisco
Fairfield Vacaville
Chico Lake Tahoe
Stateline Redding
Oakland San Jose
Concord Walnut Creek
Danville Monterey
Half Moon Bay Santa Cruz
Sonoma Napa
Santa Barbara Tracy