DeCamilla Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and pension consulting.
DeCamilla Capital Management reports 155 clients. They include 111 individual clients, 33 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($163M across 302 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 23% |
| High-net-worth individuals | 21% | 71% |
| Investment companies | 1% | <1% |
| Pension and profit-sharing plans | 4% | 5% |
| Charitable organizations | 1% | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 111 | $38.2M | 23.5% | $344K |
| High-net-worth individuals | 33 | $115M | 70.6% | $3.48M |
| Investment companies | 2 | $939K | 0.6% | $469K |
| Pension and profit-sharing plans | 6 | $8.64M | 5.3% | $1.44M |
| Charitable organizations | 2 | $27K | 0.0% | $13.5K |
| Corporations and other businesses | 1 | $113K | 0.1% | $113K |
| Total | 155 | $163M | 100% | $1.05M |
- Clients
- 111
- Regulatory AUM
- $38.2M
- AUM share
- 23.5%
- Avg. per client
- $344K
- Clients
- 33
- Regulatory AUM
- $115M
- AUM share
- 70.6%
- Avg. per client
- $3.48M
- Clients
- 2
- Regulatory AUM
- $939K
- AUM share
- 0.6%
- Avg. per client
- $469K
- Clients
- 6
- Regulatory AUM
- $8.64M
- AUM share
- 5.3%
- Avg. per client
- $1.44M
- Clients
- 2
- Regulatory AUM
- $27K
- AUM share
- 0.0%
- Avg. per client
- $13.5K
- Clients
- 1
- Regulatory AUM
- $113K
- AUM share
- 0.1%
- Avg. per client
- $113K
Total
- Clients
- 155
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $1.05M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
DeCamilla Capital Management charges 1.50% a year for its Investment Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
| Asset band | Annual rate |
|---|---|
| $0 and above | 1.50% |
Fee details and sources
Jean DeCamilla owns 75% or more of DeCamilla Capital Management. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Decamilla Capital Management LLC
Jean DeCamilla
since February 2024
- Owns 50% to 75% of Decamilla Capital Management LLC
Decamilla Family Revocable Trust
Control person · since July 2025
- Owns 25% to 50% of Decamilla Capital Management LLC
Tigh Rickman
Control person · since January 2022
DeCamilla Capital Management’s regulatory assets grew from $116M (April 2022) to $163M (March 2026); clients rose from 121 to 155 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $163M | 155 | 2 | 1 |
| Jul 2025July 2025 | $145M | 151 | 3 | 1 |
| Feb 2024February 2024 | $117M | 142 | 3 | 1 |
| Aug 2023August 2023 | $90.6M | 141 | 4 | 2 |
| Apr 2022April 2022 | $116M | 121 | 3 | 2 |
Besides its headquarters, DeCamilla Capital Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 4101 J Street, Suite 150, SacramentoHQ
Contact and registration details
- Legal name
- Decamilla Capital Management LLC
- Headquarters
- 4101 J Street, Suite 150, Sacramento, CA 95819
- Website
- decamillacapital.com
- Phone
- 916-979-0870
- SEC file
- 801-123600
- Structure
- California LLC
- Fiscal year end
- December
DeCamilla Capital Management’s named custodian for separately managed accounts is Charles Schwab ($163M). DeCamilla Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $163M100%
At year end, DeCamilla Capital Management’s separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Funds1%
How many clients does DeCamilla Capital Management have?
DeCamilla Capital Management has 155 clients and manages $163 million for them, as of March 2026. They include 111 individual clients, 33 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does DeCamilla Capital Management offer?
DeCamilla Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does DeCamilla Capital Management charge?
DeCamilla Capital Management charges 1.50% a year for its Investment Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is negotiable and requires an account of at least $100,000.
Which custodians does DeCamilla Capital Management use?
DeCamilla Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does DeCamilla Capital Management have?
DeCamilla Capital Management has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DeCamilla Capital Management invest in?
At the end of its last fiscal year, DeCamilla Capital Management’s separately managed accounts held 99% exchange-traded equities and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does DeCamilla Capital Management have a minimum investment?
Yes, DeCamilla Capital Management’s minimum account size for its Investment Management is $100K.
Who owns DeCamilla Capital Management?
DeCamilla Capital Management’s direct owners are Tigh Rickman (25% to 50%), Decamilla Family Revocable Trust (50% to 75%) and Jean DeCamilla (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does DeCamilla Capital Management get paid?
DeCamilla Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact DeCamilla Capital Management?
DeCamilla Capital Management’s main office is at 4101 J Street, Suite 150, Sacramento, CA 95819. Its phone number is 916-979-0870. Its website is decamillacapital.com.