{"url":"https://nivawealth.com/firms/decamilla-capital-management-108027","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108027","regulatoryAum":162883682,"crd":"108027","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1317738","suffix":null,"lastName":"PETROFF","firstName":"RONALD","middleName":"JAMES"},{"crd":"6943040","suffix":null,"lastName":"RICKMAN","firstName":"TIGH","middleName":"Martin"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-07","regulatoryAum":116207684,"clients":121,"employees":3,"offices":2},{"filedOn":"2023-08-02","regulatoryAum":90580791,"clients":141,"employees":4,"offices":2},{"filedOn":"2024-02-27","regulatoryAum":116641399,"clients":142,"employees":3,"offices":1},{"filedOn":"2025-07-16","regulatoryAum":144815189,"clients":151,"employees":3,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":162883682,"clients":155,"employees":2,"offices":1}],"secFileNumber":"801-123600","legalName":"Decamilla Capital Management LLC","displayName":"DeCamilla Capital Management","slug":"decamilla-capital-management-108027","website":"https://decamillacapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/108027/1a2e81f2e0229c06-r1.webp","tone":"light","width":963,"height":200,"sourceUrl":"https://www.decamillacapital.com/","sourceLabel":"Decamilla Capital Management LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/decamilla-capital-management-llc/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4101 J Street, Suite 150","city":"Sacramento","state":"CA","stateName":"California","country":"United States","postalCode":"95819"},"tradeNames":[],"registration":{"secApproved":"7 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1063625.3125,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":162883682,"discretionary":162883682,"discretionaryAccounts":302,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":111,"regulatoryAum":38224045},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":114938000},{"label":"Investment companies","clients":2,"regulatoryAum":938691},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":8643365},{"label":"Charitable organizations","clients":2,"regulatoryAum":27008},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":112573}],"feePrograms":[{"role":"main","program":"Investment Management","feeBasis":"whole_balance","fee_tiers":[{"to":null,"pct":1.5,"from":0}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014073","versionId":1014073,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-03","documentName":"DCM - ADV PART 2A","fee_rate_low":1.5,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":100000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:57:59.397248+00:00","documents":[{"name":"DCM - ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014073","versionId":1014073,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Phoenix, AZ","smaAssets":162883682}],"custodyNote":"DeCamilla Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Tigh Rickman","title":"VP, CIO, CFO, CCO, Secretary","crd":"6943040"},{"name":"Jean DeCamilla","title":"Trustee - Decamilla Family Revocable Trust","crd":"8162010"}],"ownership":[{"label":"Tigh Rickman","detail":"Vp, cio, cfo, cco, secretary in the 25% to 50% ownership band and a control person, since January 2022."},{"label":"Decamilla Family Revocable Trust","detail":"Owner in the 50% to 75% ownership band and a control person, since July 2025."},{"label":"Jean DeCamilla","detail":"Trustee - decamilla family revocable trust in the 75% or more ownership band, since February 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"4101 J Street, Suite 150","city":"Sacramento","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"916-979-0870","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Securities issued by registered investment companies or business development companies","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108027/PDF/108027.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014073","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does DeCamilla Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does DeCamilla Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does DeCamilla Capital Management charge?","answer":"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.","source":"DCM - ADV PART 2A, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does DeCamilla Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DeCamilla Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DeCamilla Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does DeCamilla Capital Management have a minimum investment?","answer":"Yes, DeCamilla Capital Management’s minimum account size for its Investment Management is $100K.","source":"DCM - ADV PART 2A, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns DeCamilla Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DeCamilla Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact DeCamilla Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}