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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRESIDIO CAPITAL MANAGEMENT, LLC

CRD 304501

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f66d0d99-0a09-1f6a-c448-7ca3b5b90b79

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 0
Observed: Jan 14, 2022 to Mar 3, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $499MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $499M
Private client RAUM: $490MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $62.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,080
Individual clients: 136
High net worth clients: 192
Custody, client assets: $149M
SEC number: 801-123239
CRD: 304501
Filings on the tape: 17
First filed: Jan 14, 2022
Latest filed: Mar 3, 2026
Organised: Limited Liability Company, CA
Website: presidiocm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Matthew Gadingan Vallebo	n/a	SAN DIEGO, CA	6	12	2	no
DAVID CHENET	Certified Financial Planner\|Chartered Financial Analyst	SAN DIEGO, CA	3	19	4	no
Robyn Cohen	n/a	SAN DIEGO, CA	2	13	n/a	no
Rielle Kaleia Sanidad	Certified Financial Planner	SAN DIEGO, CA	1	12	n/a	no
JONATHAN YURI FREEMAN	n/a	SAN DIEGO, CA	1	10	2	no
DUSTIN S TENBROECK	Certified Financial Planner	SAN DIEGO, CA	0	20	4	no
Michael Gregory Kasianko	n/a	SAN DIEGO, CA	0	10	n/a	no
Stone Evan Churby	Certified Financial Planner	SAN DIEGO, CA	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABSOLUTE WEALTH ADVISORS, INC.	Member	E	yes	01/2020	Jan 14, 2022	Dec 20, 2024
CHENET, DAVID	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Feb 26, 2024	Dec 20, 2024
TENBROECK, DUSTIN, S	Owner	E	yes	06/2012	Jan 14, 2022	Dec 20, 2024
TENBROECK, DUSTIN, S	MANAGING DIRECTOR	Na	yes	01/2020	Jan 14, 2022	Dec 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$499M	$499M	14	9	2	n/a	n/a
2024	Apr 25, 2025	$397M	$397M	9	5	2	n/a	n/a
2023	Mar 28, 2024	$288M	$288M	5	5	0	n/a	n/a
2022	Mar 23, 2023	$258M	$258M	5	5	0	n/a	n/a
2021	Feb 17, 2022	$229M	$229M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	3	-1	37.5%	1	1	0	4	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$499M	$397M	25.5%	$258M	24.5%	14	9	2	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ALLIED ADVISORY SERVICES, INC.	2	Nov 12, 2020	Jan 30, 2020	SAN DIEGO, CA	Team lift out	Ibd to RIA	0.5%

Relationships

Registered with (15)

← Stone Evan ChurbyAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Michael Gregory KasiankoAdvisorregistration: current employment
Apr 11, 2026 to presentfactForm ADV
← DUSTIN S TENBROECKAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JONATHAN YURI FREEMANAdvisorregistration: current employment
Feb 18, 2025 to presentfactForm ADV
← Rielle Kaleia SanidadAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← Robyn CohenAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← DAVID CHENETAdvisorregistration: current employment
Dec 8, 2022 to presentfactForm ADV
← Matthew Gadingan ValleboAdvisorregistration: current employment
Jan 30, 2020 to presentfactForm ADV
← JOSEPH MICHAEL STELLAAdvisorregistration: previous registration
Jan 30, 2020 to Jul 9, 2026factForm ADV
← FRANCIS EDWIN EDSALLAdvisorregistration: previous registration
Aug 21, 2025 to Apr 30, 2026factForm ADV
← Liliya TchistiakAdvisorregistration: previous registration
Dec 8, 2025 to Feb 25, 2026factForm ADV
← Blake Frederick FeindelAdvisorregistration: previous registration
May 24, 2021 to Jul 10, 2024factForm ADV
← Jeffrey Douglas AndersonAdvisorregistration: previous registration
Sep 13, 2021 to Feb 21, 2023factForm ADV
← Lucas Alan JacobsonAdvisorregistration: previous registration
Apr 6, 2020 to Oct 20, 2021factForm ADV
← JAMIE MICHAEL LIMAAdvisorregistration: previous registration
Feb 28, 2020 to Apr 17, 2020factForm ADV

Controls (3)

← TENBROECK, DUSTIN, SOwnerOWNER, ownership code E, individual
Jan 14, 2022 to Dec 20, 2024factForm ADV
← CHENET, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 26, 2024 to Dec 20, 2024factForm ADV
← ABSOLUTE WEALTH ADVISORS, INC.OwnerMEMBER, ownership code E, domestic entity
Jan 14, 2022 to Dec 20, 2024factForm ADV

Moved with (1)

← FIRST ALLIED ADVISORY SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Nov 12, 2020 to Jan 30, 2020factForm ADV

Dated events

Occurred
Jul 9, 2026
Advisor changed firm
Joseph Michael Stella left Presidio Capital Management, Llc for Cetera Investment Advisers Llc (registered 2020-11-12)
Form ADVobserved 6 days ago
Occurred
Apr 30, 2026
Advisor changed firm
Francis Edwin Edsall left Presidio Capital Management, Llc for 10/28 Wealth Management Llc (registered 2026-07-13)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2026
Regulatory AUM changed
Presidio Capital Management, Llc reported RAUM $498.9M, up 26% from $397.4M (2025-04-25 to 2026-03-03)
Form ADVobserved 6 days ago
$101M
Occurred
Feb 25, 2026
Advisor changed firm
Liliya Tchistiak left Presidio Capital Management, Llc for Nilsine Partners, Llc (registered 2026-06-23)
Form ADVobserved 6 days ago
Occurred
Apr 25, 2025
Regulatory AUM changed
Presidio Capital Management, Llc reported RAUM $397.4M, up 38% from $288.1M (2024-12-20 to 2025-04-25)
Form ADVobserved 6 days ago
$109M
Occurred
Jul 10, 2024
Advisor changed firm
Blake Frederick Feindel left Presidio Capital Management, Llc for Dark Horse Advisors Llc (registered 2026-01-02)
Form ADVobserved 6 days ago
Occurred
Feb 26, 2024
Control person joined
David Chenet (Chief Compliance Officer) appeared on Schedule A of Presidio Capital Management, Llc
Form ADVobserved 6 days ago
Occurred
Feb 21, 2023
Advisor changed firm
Jeffrey Douglas Anderson left Presidio Capital Management, Llc for Axxcess Wealth Management, Llc (registered 2024-02-29)
Form ADVobserved 6 days ago
Occurred
Jan 14, 2022
First Form ADV filing
Presidio Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f66d0d99-0a09-1f6a-c448-7ca3b5b90b79
First observed: Jan 14, 2022
Last observed: Mar 3, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRESIDIO CAPITAL MANAGEMENT, LLC

CRD 304501

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f66d0d99-0a09-1f6a-c448-7ca3b5b90b79

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew Gadingan Vallebo

n/a

SAN DIEGO, CA

DAVID CHENET

Certified Financial Planner|Chartered Financial Analyst

SAN DIEGO, CA

Robyn Cohen

n/a

SAN DIEGO, CA

n/a

Rielle Kaleia Sanidad

Certified Financial Planner

SAN DIEGO, CA

n/a

JONATHAN YURI FREEMAN

n/a

SAN DIEGO, CA

DUSTIN S TENBROECK

Certified Financial Planner

SAN DIEGO, CA

Michael Gregory Kasianko

n/a

SAN DIEGO, CA

n/a

Stone Evan Churby

Certified Financial Planner

SAN DIEGO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABSOLUTE WEALTH ADVISORS, INC.

Member

yes

01/2020

Jan 14, 2022

Dec 20, 2024

CHENET, DAVID

CHIEF COMPLIANCE OFFICER

yes

07/2023

Feb 26, 2024

Dec 20, 2024

TENBROECK, DUSTIN, S

Owner

yes

06/2012

Jan 14, 2022

Dec 20, 2024

TENBROECK, DUSTIN, S

MANAGING DIRECTOR

yes

01/2020

Jan 14, 2022

Dec 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$499M

n/a

2024

Apr 25, 2025

$397M

n/a

2023

Mar 28, 2024

$288M

n/a

2022

Mar 23, 2023

$258M

n/a

2021

Feb 17, 2022

$229M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

37.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$499M

$397M

25.5%

$258M

24.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ALLIED ADVISORY SERVICES, INC.

Nov 12, 2020

Jan 30, 2020

SAN DIEGO, CA

Team lift out

Ibd to RIA

0.5%