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.

Former SEC-registered adviser

Presidio Capital Advisors LLC

Former SEC-registered adviserSan Francisco, CaliforniaCRD 108531SEC 801-55261IAPD
Latest filing Apr 18, 2016
First filing on the tape Jan 13, 2012 · 17 filings
RAUM
$4.1B
reported, Item 5.F
Discretionary
30%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
28
22 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$4.1B as of Mar 31, 2016
Mar 29, 2012$3.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)22 as of Mar 31, 2016
Mar 29, 20120 then
Employees (5.A)28 as of Mar 31, 2016
Mar 28, 201324 then
Private funds: no history
RAUM -8.2% over the last fiscal year+4.7% a year over threeIARs 19 to 22
Practice profile
derived from the filing of Apr 18, 2016; every figure names its basis
RAUM per advisor
$185MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$15.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
30%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
5.5derived4 offices incl. principal (1.F.5)
RAUM growth, one year
-8.2%derivedbetween the last two annual amendments
Advisor growth, one year
+16%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 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)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
265reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Lyle Brodie Cobb · Executive Chairmancontrol
      since 12/2013 · owns less than 5%
    • Lyle Brodie Cobb · Membercontrol
      since 01/1998 · owns 50% to 75% of Presidio Financial Partners LLC
    • Joseph Thomas Emig · Cfo
      since 12/2013 · owns less than 5%
    • Marie Ann Foley · Cco
      since 02/2014 · owns less than 5%
    Entity owners
    • Presidio Financial Partners LLC Dba The Presidio Group · Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    • Bethesda, MD
    • Dallas, TX
    • ,
    What changed
    consecutive filings, newest first
    • Accounts · 246 to 265
      Mar 31, 2015 to Mar 31, 2016
    • Advisory employees · 24 to 22
      Mar 31, 2015 to Mar 31, 2016
    • Employees · 27 to 28
      Mar 31, 2015 to Mar 31, 2016
    • State-registered IARs · 19 to 22
      Mar 31, 2015 to Mar 31, 2016
    • Discretionary RAUM · $1.1B to $1.2B
      Mar 31, 2015 to Mar 31, 2016
    • Non-discretionary RAUM · $3.3B to $2.8B
      Mar 31, 2015 to Mar 31, 2016
    • RAUM · $4.4B to $4.1B
      Mar 31, 2015 to Mar 31, 2016
    • Accounts · 203 to 246
      Dec 2, 2014 to Mar 31, 2015
    • Advisory employees · 20 to 24
      Dec 2, 2014 to Mar 31, 2015
    • BD registered reps · 0 to 1
      Dec 2, 2014 to Mar 31, 2015
    • Employees · 23 to 27
      Dec 2, 2014 to Mar 31, 2015
    • State-registered IARs · 11 to 19
      Dec 2, 2014 to Mar 31, 2015
    • Discretionary RAUM · $409M to $1.1B
      Dec 2, 2014 to Mar 31, 2015
    • Non-discretionary RAUM · $3.6B to $3.3B
      Dec 2, 2014 to Mar 31, 2015
    • RAUM · $4.0B to $4.4B
      Dec 2, 2014 to Mar 31, 2015
    • Accounts · 191 to 203
      Feb 3, 2014 to Mar 28, 2014
    • BD registered reps · 1 to 0
      Feb 3, 2014 to Mar 28, 2014
    • Employees · 24 to 23
      Feb 3, 2014 to Mar 28, 2014
    • State-registered IARs · 20 to 11
      Feb 3, 2014 to Mar 28, 2014
    • Discretionary RAUM · $39.1M to $409M
      Feb 3, 2014 to Mar 28, 2014
    • Non-discretionary RAUM · $3.5B to $3.6B
      Feb 3, 2014 to Mar 28, 2014
    • RAUM · $3.6B to $4.0B
      Feb 3, 2014 to Mar 28, 2014
    • Accounts · 207 to 191
      Jan 2, 2013 to Mar 28, 2013
    • Advisory employees · 19 to 20
      Jan 2, 2013 to Mar 28, 2013
    • BD registered reps · 14 to 1
      Jan 2, 2013 to Mar 28, 2013
    • State-registered IARs · 19 to 20
      Jan 2, 2013 to Mar 28, 2013
    • Discretionary RAUM · $4.1M to $39.1M
      Jan 2, 2013 to Mar 28, 2013
    • Non-discretionary RAUM · $3.7B to $3.5B
      Jan 2, 2013 to Mar 28, 2013
    • RAUM · $3.7B to $3.6B
      Jan 2, 2013 to Mar 28, 2013
    • Related adviser · false to true
      Jan 2, 2013 to Mar 28, 2013
    • Advisory employees · unset to 19.0
      Oct 5, 2012 to Jan 2, 2013
    • BD registered reps · unset to 14.0
      Oct 5, 2012 to Jan 2, 2013
    • Employees · unset to 24.0
      Oct 5, 2012 to Jan 2, 2013
    • State-registered IARs · 0 to 19
      Oct 5, 2012 to Jan 2, 2013
    • Business name · PRESIDIO WEALTH ADVISORY LLC to PRESIDIO CAPITAL ADVISORS LLC
      Mar 30, 2012 to Apr 17, 2012
    • Legal name · PRESIDIO WEALTH ADVISORY LLC to PRESIDIO CAPITAL ADVISORS LLC
      Mar 29, 2012 to Mar 30, 2012
    • Accounts · 182 to 207
      Jan 13, 2012 to Mar 29, 2012
    • Advisory activities · 4 to 3
      Jan 13, 2012 to Mar 29, 2012
    • Financial planning clients · 101-250 to 0
      Jan 13, 2012 to Mar 29, 2012
    • Discretionary RAUM · $0 to $4.1M
      Jan 13, 2012 to Mar 29, 2012
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    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
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026