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DECAMILLA CAPITAL MANAGEMENT LLC

SEC Registered

Knowledge. Trust. Confidence. Duty.

SACRAMENTO, CAhttps://decamillacapital.com916-979-0870
Assets Under Management
$100M–$500M
Year Founded
1998
Employees
2
Office Locations
1 office
Total Accounts
302

About the firm

DeCamilla Capital is a private independent money management firm that customizes and manages enterprise-driven investment portfolios. The firm operates as an investment fiduciary, managing client assets for their exclusive benefit under a strict fiduciary standard based on four pillars: sharing knowledge, building trust and confidence, and serving in a dutiful manner.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit SharingCharitable Organizations

Areas of expertise

Fiduciary Investment ManagementDiscretionary Money ManagementPortfolio CustomizationAsset AllocationInvestment PlanningCapital Preservation

Services

Discretionary money management; customizes and manages enterprise-driven investment portfolios; provides investor assessment, custom portfolio construction, and investment planning; operates as an investment fiduciary with no products to sell, offering direct client access and investment transparency.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)111$38M
High Net Worth Individuals33$115M
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans0
Charitable Organizations6$8.6M
State/Municipal Entities2
Insurance Companies0
Sovereign Wealth Funds0
Corporations0

0 total clients reported on Form ADV.

Leadership

Steven John Balfrey
CEO
David Daniel Decamilla
PRESIDENT AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
CA
SACRAMENTOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#108027
SEC Number
801-123600
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $100,000 (waivable)

Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DECAMILLA CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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