Official Information About Presidio Capital Management
Presidio Capital Management is a San Diego, California-based registered investment adviser that provides wealth management, investment management, and financial planning services. It is a full-service Registered Investment Advisor and operates as a fiduciary, fee-only firm with CFP® and CFA® professionals.
Company Overview
Presidio Capital Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission and is listed in the SEC Investment Adviser Public Disclosure system under CRD# 304501. Its office is located at 12626 High Bluff Drive, Suite 150, San Diego, CA 92130.
Its planning and investment approach is centered on financial planning, retirement income strategy, tax-aware planning, portfolio management, and legacy planning.
Services Offered
Investment Management
Presidio Capital Management provides investment advisory services to retail investors, including investment management and ongoing portfolio monitoring. It works with clients to identify goals, risk tolerance, and financial circumstances, and it generally manages portfolios on a discretionary basis.
Financial Planning
Presidio Capital Management provides financial planning services as part of its advisory offering.
Account Types and Portfolio Construction
Presidio Capital Management serves individuals, high-net-worth individuals, business owners, trusts, estates, charitable organizations, and retirement plans. Portfolios may include mutual funds, ETFs, stocks, bonds, options, independent managers, and alternative investments.
Client Profile and Relationship Minimums
Presidio Capital Management serves individuals, high-net-worth individuals, business owners, trusts, estates, charitable organizations, and retirement plans. Its general minimum relationship size is $1,000,000, with exceptions available in certain circumstances.
Fees
Detailed pricing and fee disclosures for Presidio Capital Management are available in the firm’s official Form ADV Part 2A brochure, which is the primary source for advisory fee information. The firm’s Form CRS provides a summary of fees and costs and points readers to the brochure for more detail. Because fees, costs, and arrangements may vary by service and account, the firm’s current Form ADV and Form CRS are the best sources to consult for the most accurate information.
Professional Credentials and Regulatory Identifiers
Presidio Capital Management, LLC is an SEC-registered investment adviser. Its public regulatory identifier is Firm CRD Number 304501.
The advisory team includes professionals with recognized credentials including CFP® and CFA®. Public adviser records are available through the SEC’s Investment Adviser Public Disclosure system using the firm’s CRD number.
Custodial and Platform Relationships
Presidio Capital Management uses and references platforms and providers including Charles Schwab, eMoney, and Orion. Its client access tools include eMoney, Schwab Client Portal, and Orion.
Regulatory and Disclosure Information
Presidio Capital Management publishes regulatory and disclosure materials including Form ADV, Form CRS, and disclosure information on its website. Advisory services are offered only where the firm and its representatives are properly licensed or exempt from licensure. Website content is informational only. Past performance is not a guarantee of future returns.
Frequently Asked Questions
What does Presidio Capital Management do?
Presidio Capital Management provides investment advisory services, including portfolio management and financial planning, for retail investors and other qualifying client types.
Is Presidio Capital Management a fiduciary?
Presidio Capital Management is a fiduciary and fee-only registered investment adviser.
What types of clients does Presidio work with?
Presidio Capital Management works with individuals, high-net-worth individuals, business owners, trusts, estates, charitable organizations, and retirement plans.
What is the minimum to work with Presidio?
The general minimum relationship size is $1,000,000, with exceptions available in certain circumstances.
How does Presidio Capital Management charge for services?
Official firm details, disclosures, contact information, and pricing resources are available through Presidio Capital Management’s website, Form ADV, Form CRS, and the SEC Investment Adviser Public Disclosure record for CRD# 304501.
Contact
Company: Presidio Capital Management, LLC
Phone: (858) 461-4959
Address: 12626 High Bluff Drive, Suite 150, San Diego, CA 92130
For current service details, pricing, and contact information, visit the official website