DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D•••••••• C•••••• M••••••••• L••
Latest filing Mar 3, 2026
First filing on the tape Mar 28, 2012 · 14 filings
SEC status approved since Apr 7, 2022
RAUM
$163M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$153M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$81.4M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$163M as of Mar 3, 2026
Mar 28, 2012$18.0M then
HNW client RAUM$115M as of Mar 3, 2026
Mar 20, 2023$60.2M then
State-registered IARs (5.B.3)1 as of Mar 3, 2026
Mar 28, 20120 then
Employees (5.A)2 as of Mar 3, 2026
Mar 20, 20234 then
Private funds: no history
RAUM +12% over the last fiscal year+22% a year over threeIARs 2 to 1
Practice profile
derived from the filing of Mar 3, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $81.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $539,350derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$115M71%
- Individuals$38.2M23%
- Pension and profit-sharing plans$8.6M5.3%
- Investment companies$938,6910.6%
- Corporations and businesses$112,5730.1%
- Charitable organizations$27,0080.0%
- Individual clients
- 111reported
- HNW clients
- 33reported
- Pension plan clients
- 6reported
- Charitable clients
- 2reported
- Accounts
- 302reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.94 fund_share=0.01 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••••• J•••• P•••••• | Sacramento, Ca | Feb 22, 2018 | 41 y | 3 |
| T••• M••••• R•••••• | Sacramento, Ca | Apr 27, 2018 | 26 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- R••••• J•••• P•••••• from L•• F•••••••• L••Feb 22, 2018 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••••• D••••• D••••• · President; Chief Investment Officercontrolsince 03/1998 · owns 75% or more
- R••••••• T•••• M••••• · Vp, Cfo, Cco, Secretarycontrolsince 01/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sacramento, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 283 to 302Nov 18, 2025 to Mar 3, 2026
- Advisory employees · 2 to 1Nov 18, 2025 to Mar 3, 2026
- Corporate clients · 2 to 1Nov 18, 2025 to Mar 3, 2026
- Individual clients · 109 to 111Nov 18, 2025 to Mar 3, 2026
- Pension plan clients · 5 to 6Nov 18, 2025 to Mar 3, 2026
- Employees · 3 to 2Nov 18, 2025 to Mar 3, 2026
- State-registered IARs · 2 to 1Nov 18, 2025 to Mar 3, 2026
- Discretionary RAUM · $145M to $163MNov 18, 2025 to Mar 3, 2026
- HNW RAUM · $99.1M to $115MNov 18, 2025 to Mar 3, 2026
- Individual RAUM · $32.8M to $38.2MNov 18, 2025 to Mar 3, 2026
- Pension RAUM · $11.3M to $8.6MNov 18, 2025 to Mar 3, 2026
- RAUM · $145M to $163MNov 18, 2025 to Mar 3, 2026
- Financial planning clients · 0 to 0Aug 21, 2025 to Nov 18, 2025
- Accounts · 271 to 283Feb 27, 2024 to Feb 21, 2025
- Advisory activities · 5 to 4Feb 27, 2024 to Feb 21, 2025
- Charity clients · 1 to 2Feb 27, 2024 to Feb 21, 2025
- HNW clients · 35 to 33Feb 27, 2024 to Feb 21, 2025
- Individual clients · 101 to 109Feb 27, 2024 to Feb 21, 2025
- Pension plan clients · 3 to 5Feb 27, 2024 to Feb 21, 2025
- Discretionary RAUM · $117M to $145MFeb 27, 2024 to Feb 21, 2025
- HNW RAUM · $81.3M to $99.1MFeb 27, 2024 to Feb 21, 2025
- Individual RAUM · $25.5M to $32.8MFeb 27, 2024 to Feb 21, 2025
- Pension RAUM · $8.5M to $11.3MFeb 27, 2024 to Feb 21, 2025
- RAUM · $117M to $145MFeb 27, 2024 to Feb 21, 2025
- Accounts · 230 to 271Aug 2, 2023 to Feb 27, 2024
- Charity clients · 0 to 1Aug 2, 2023 to Feb 27, 2024
- Corporate clients · 0 to 2Aug 2, 2023 to Feb 27, 2024
- HNW clients · 26 to 35Aug 2, 2023 to Feb 27, 2024
- Individual clients · 110 to 101Aug 2, 2023 to Feb 27, 2024
- Employees · 4 to 3Aug 2, 2023 to Feb 27, 2024
- HQ city · unset to SACRAMENTOAug 2, 2023 to Feb 27, 2024
- HQ state · unset to CAAug 2, 2023 to Feb 27, 2024
- Other offices · 1 to 0Aug 2, 2023 to Feb 27, 2024
- Discretionary RAUM · $90.6M to $117MAug 2, 2023 to Feb 27, 2024
- HNW RAUM · $60.2M to $81.3MAug 2, 2023 to Feb 27, 2024
- Individual RAUM · $22.1M to $25.5MAug 2, 2023 to Feb 27, 2024
- Pension RAUM · $7.2M to $8.5MAug 2, 2023 to Feb 27, 2024
- RAUM · $90.6M to $117MAug 2, 2023 to Feb 27, 2024
- Accounts · 241 to 230Apr 7, 2022 to Mar 20, 2023
- Business name · D•••••••• C•••••• M••••••••• I•• to D•••••••• C•••••• M••••••••• L••Apr 7, 2022 to Mar 20, 2023
Signals
3 dated events
- M••••• Tigh Rickman (Vp, Cfo, Cco, Secretary) appeared on Schedule A of D•••••••• C•••••• M••••••••• L••Mar 2, 2022 · Control person joined · fact
- John Steven Balfrey (Ceo) no longer on Schedule A of D•••••••• C•••••• M••••••••• L•• (listed 2012-09-19, absent 2022-03-02)Mar 2, 2022 · Control person left · inference
- D•••••••• C•••••• M••••••••• I•• filed its initial SEC registration (Form ADV)Mar 2, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 916-979-0870reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/decamilla-capital-management-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- D••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 916-979-0870reportedpublic record, Form ADV, Mar 3, 2026
- Contact form
- d•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $81.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026