DECAMILLA CAPITAL MANAGEMENT LLC
SEC RegisteredKnowledge. Trust. Confidence. Duty.
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.
Areas of expertise
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 segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $38M |
| High Net Worth Individuals | 33 | $115M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 6 | $8.6M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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