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.
Dave DeCamilla
Dave DeCamilla is co-founder and President and Chief Investment Officer of DeCamilla Capital Management. Prior to DeCamilla Capital, he was an account executive with Dean Witter (merged with Morgan Stanley) and a vice president of investments at Kidder Peabody (acquired by UBS). In addition to his 30 plus years of investment management experience, Dave serves as Chairman, Sacramento Employee Pension Fund and is a member of the Capital Public Radio Endowment Board. For more than a decade he hosted a local daily financial commentary/report show on public radio station KXJZ in Sacramento. A distinguished football player, Dave was inducted into the University of South Carolina Athletics Hall of Fame in 2013. He holds a Bachelor of Arts in Economics from the University of South Carolina and a Master of Arts in Labor and Industrial Relations from Michigan State University. He registered with the State of California as an Investment Adviser Representitive (IAR).
Tigh Rickman
Tigh Rickman is the Senior Investment Strategist for DeCamilla Capital Management and is an Investment Adviser Representative (IAR) registered with the State of California. He works with individual accounts, family trusts, non-profit endowments and specializes in individual and employer-sponsored retirement plans, utilizing extensive reseach to help each of these clients reach their individual goals. He is a member of the Board of Directors at 916 Ink, a Sacramento based non-profit, where he serves as Treasurer. Prior to joining DeCamilla Capital in 2017 Tigh served in various management and business development roles with The Boston Beer Company including District Manager. He holds a Master of Fine Arts in Creative Writing from The University of Southern Maine and a Bachelor of Arts in Humanities from Bradford College
Ron Petroff
Ron Petroff is a Senior Financial Investment Officer for DeCamilla Capital Management. Prior to DeCamilla Capital, he was an investment consultant with Golden 1 Credit Union, one of California's largest credit unions, where he managed retirement accounts and was a top wealth management producer. Ron served as Vice President of Investments for financial services firm Morgan Stanley in Northern California for nearly 20 years with financial responsibility for managing $65 million in investment capital. Ron's more than 30-year financial services career also includes executive investment management and consulting roles with the brokerage firm TD Ameritrade and the Commonwealth Financial Network. Ron has extensive knowledge of the investment process, and provides investment counsel to individuals and corporate clients. He is a registered Investment Adviser Representative (IAR) and licensed in insurance with the State of California. Ron holds a Bachelor of Arts in Political Science and Economics from the University of California, Berkeley.
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 |
Services |
| 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. |
Disclosures |
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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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| 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 |
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