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.

SEC-registered adviser

Presidio Capital Management, LLC

Independent wealth managerSan Diego, CaliforniaCRD 304501SEC 801-123239website IAPD

Latest filing Mar 3, 2026

First filing on the tape Jan 14, 2022 · 17 filings

SEC status approved since Feb 11, 2022

RAUM

$499M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

98%

$490M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$62.4M

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

17 filings and snapshots on the tape

RAUM$499M as of Mar 3, 2026

Feb 17, 2022$229M then

HNW client RAUM$440M as of Mar 3, 2026

Feb 17, 2022$182M then

State-registered IARs (5.B.3)9 as of Mar 3, 2026

Feb 17, 20225 then

Employees (5.A)14 as of Mar 3, 2026

Feb 17, 20225 then

Private funds: no history

RAUM +26% over the last fiscal year+25% a year over threeIARs 5 to 9

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

RAUM per advisor: $62.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 41derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.3MderivedHNW RAUM over HNW clients
Average account: $461,933derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.8derivedItem 5.A over advisors
Advisors per office: 2.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +26%derivedbetween the last two annual amendments
Advisor growth, one year: +80%derivedItem 5.B.3 between annual amendments
Client growth, one year: +7.5%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Custody: $149M, 407 clientsreportedItem 9.A
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)
has custody of client cash or bank accounts (9.A.1.a)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$440M88%
Individuals$50.4M10%
Charitable organizations$7.2M1.4%
Pension and profit-sharing plans$1.6M0.3%

Individual clients: 136reported
HNW clients: 192reported
Pension plan clients: n/areported
Charitable clients: 23reported
Accounts: 1,080reported
Financial planning clients: 11-25reported
Wrap fee programs: noreported
Custody of client assets: $149M for 407 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Matthew Gadingan Vallebo	San Diego, Ca	Jan 30, 2020	12 y	2
David ChenetCertified Financial Planner, Chartered Financial Analyst	San Diego, Ca	Dec 8, 2022	19 y	4
Robyn Cohen	San Diego, Ca	Aug 21, 2024	13 y	0
Rielle Kaleia SanidadCertified Financial Planner	San Diego, Ca	Jan 15, 2025	12 y	0
Jonathan Yuri Freeman	San Diego, Ca	Feb 18, 2025	10 y	2
Dustin S TenbroeckCertified Financial Planner	San Diego, Ca	Jan 1, 2026	20 y	4
Michael Gregory Kasianko	San Diego, Ca	Apr 11, 2026	10 y	0
Stone Evan ChurbyCertified Financial Planner	San Diego, Ca	Jun 30, 2026	12 y	1

Advisor movement

3 left, 2 joined in 12 months

net -1 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 38% of current headcount4 left over 36 months

Left, latest

Joseph Michael Stella to Cetera Investment Advisers LLC
Jul 9, 2026 · RIA to affiliated broker-dealer or bank
Francis Edwin Edsall to 10/28 Wealth Management LLC
Apr 30, 2026 · RIA to a state-registered adviser
Liliya Tchistiak to Nilsine Partners, LLC
Feb 25, 2026 · RIA to RIA
Blake Frederick Feindel to Dark Horse Advisors LLC
Jul 10, 2024 · RIA to RIA
Jeffrey Douglas Anderson to Axxcess Wealth Management, LLC
Feb 21, 2023 · RIA to RIA
Lucas Alan Jacobson to First Allied Advisory Services, Inc.
Oct 20, 2021 · RIA to affiliated broker-dealer or bank
Jamie Michael Lima to First Allied Advisory Services, Inc.
Apr 17, 2020 · RIA to affiliated broker-dealer or bank

Joined, latest

Stone Evan Churby from Weatherly Asset Management
Jun 30, 2026 · RIA to RIA
Dustin S Tenbroeck from Cetera Investment Advisers LLC
Jan 1, 2026 · Affiliated broker-dealer or bank to independent RIA
Francis Edwin Edsall from Virtus Investment Advisers, LLC
Aug 21, 2025 · Other
Jonathan Yuri Freeman from Axxcess Wealth Management, LLC
Feb 18, 2025 · RIA to RIA
David Chenet from Paradigm Wealth Advisory LLC
Dec 8, 2022 · RIA to RIA
Blake Frederick Feindel from Centura Wealth Advisory
May 24, 2021 · RIA to RIA
Jamie Michael Lima from Fidelity Personal And Workplace Advisors
Feb 28, 2020 · Affiliated broker-dealer or bank to independent RIA
Joseph Michael Stella from First Allied Advisory Services, Inc.
Jan 30, 2020 · Affiliated broker-dealer or bank to independent RIA
Matthew Gadingan Vallebo from First Allied Advisory Services, Inc.
Jan 30, 2020 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from First Allied Advisory Services, Inc.
Nov 12, 2020 · San Diego, Ca

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

David Chenet · Chief Compliance Officercontrol
since 07/2023 · owns less than 5%
S Dustin Tenbroeck · Managing Directorcontrol
since 01/2020 · owns less than 5%
S Dustin Tenbroeck · Ownercontrol
since 06/2012 · owns 75% or more of Absolute Wealth Advisors, Inc.

Entity owners

Absolute Wealth Advisors, Inc. · Member
direct · owns 75% or more

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
San Diego, Ca · principal	8	3	2
Ladera Ranch, Ca	0	0	1

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

advisor count surgeChange between filings · filing Mar 3, 2026
advisory representatives (Item 5.B.3) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-04-25 and 2026-03-03; the peer median change was 0.0% (965 comparable advisers, 99.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (965) · 99% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 967 to 1,080
Apr 25, 2025 to Mar 3, 2026
Advisory employees · 5 to 9
Apr 25, 2025 to Mar 3, 2026
Advisory activities · 6 to 5
Apr 25, 2025 to Mar 3, 2026
Charity clients · 22 to 23
Apr 25, 2025 to Mar 3, 2026
HNW clients · 170 to 192
Apr 25, 2025 to Mar 3, 2026
Individual clients · 135 to 136
Apr 25, 2025 to Mar 3, 2026
Pension plan clients · 3.0 to unset
Apr 25, 2025 to Mar 3, 2026
Assets in custody · $133M to $149M
Apr 25, 2025 to Mar 3, 2026
Employees · 9 to 14
Apr 25, 2025 to Mar 3, 2026
Financial planning clients · 251-500 to 11-25
Apr 25, 2025 to Mar 3, 2026
State-registered IARs · 5 to 9
Apr 25, 2025 to Mar 3, 2026
Discretionary RAUM · $397M to $499M
Apr 25, 2025 to Mar 3, 2026
HNW RAUM · $346M to $440M
Apr 25, 2025 to Mar 3, 2026
Individual RAUM · $42.1M to $50.4M
Apr 25, 2025 to Mar 3, 2026
Pension RAUM · $1.4M to $1.6M
Apr 25, 2025 to Mar 3, 2026
RAUM · $397M to $499M
Apr 25, 2025 to Mar 3, 2026
Accounts · 808 to 967
Dec 20, 2024 to Apr 25, 2025
Advisory activities · 5 to 6
Dec 20, 2024 to Apr 25, 2025
Charity clients · unset to 22.0
Dec 20, 2024 to Apr 25, 2025
HNW clients · 102 to 170
Dec 20, 2024 to Apr 25, 2025
Individual clients · 197 to 135
Dec 20, 2024 to Apr 25, 2025
Pension plan clients · 2 to 3
Dec 20, 2024 to Apr 25, 2025
Assets in custody · unset to 133360703.0
Dec 20, 2024 to Apr 25, 2025
Custody of client assets · false to true
Dec 20, 2024 to Apr 25, 2025
Employees · 5 to 9
Dec 20, 2024 to Apr 25, 2025
Financial planning clients · 251-500 to 251-500
Dec 20, 2024 to Apr 25, 2025
Other offices · 0 to 2
Dec 20, 2024 to Apr 25, 2025
Discretionary RAUM · $288M to $397M
Dec 20, 2024 to Apr 25, 2025
HNW RAUM · $200M to $346M
Dec 20, 2024 to Apr 25, 2025
Individual RAUM · $86.9M to $42.1M
Dec 20, 2024 to Apr 25, 2025
Non-discretionary RAUM · $397,054 to $0
Dec 20, 2024 to Apr 25, 2025
Pension RAUM · $1.2M to $1.4M
Dec 20, 2024 to Apr 25, 2025
RAUM · $288M to $397M
Dec 20, 2024 to Apr 25, 2025
Advisory employees · 6 to 5
May 31, 2024 to Jul 10, 2024
Employees · 6 to 5
May 31, 2024 to Jul 10, 2024
State-registered IARs · 6 to 5
May 31, 2024 to Jul 10, 2024
Advisory employees · 5 to 6
Mar 28, 2024 to May 31, 2024
Employees · 5 to 6
Mar 28, 2024 to May 31, 2024
State-registered IARs · 5 to 6
Mar 28, 2024 to May 31, 2024
Accounts · 732 to 808
Feb 26, 2024 to Mar 28, 2024

Signals

9 dated events

Joseph Michael Stella left Presidio Capital Management, Llc for Cetera Investment Advisers Llc (registered 2020-11-12)
Jul 9, 2026 · Advisor changed firm · fact
Francis Edwin Edsall left Presidio Capital Management, Llc for 10/28 Wealth Management Llc (registered 2026-07-13)
Apr 30, 2026 · Advisor changed firm · fact
Presidio Capital Management, Llc reported RAUM $498.9M, up 26% from $397.4M (2025-04-25 to 2026-03-03)
Mar 3, 2026 · RAUM change · derived
Liliya Tchistiak left Presidio Capital Management, Llc for Nilsine Partners, Llc (registered 2026-06-23)
Feb 25, 2026 · Advisor changed firm · fact
Presidio Capital Management, Llc reported RAUM $397.4M, up 38% from $288.1M (2024-12-20 to 2025-04-25)
Apr 25, 2025 · RAUM change · derived
Blake Frederick Feindel left Presidio Capital Management, Llc for Dark Horse Advisors Llc (registered 2026-01-02)
Jul 10, 2024 · Advisor changed firm · fact
David Chenet (Chief Compliance Officer) appeared on Schedule A of Presidio Capital Management, Llc
Feb 26, 2024 · Control person joined · fact
Jeffrey Douglas Anderson left Presidio Capital Management, Llc for Axxcess Wealth Management, Llc (registered 2024-02-29)
Feb 21, 2023 · Advisor changed firm · fact
Presidio Capital Management, Llc filed its initial SEC registration (Form ADV)
Jan 14, 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 email: contact@presidiocm.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 858-461-4959reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/poole-&-tenbroeck-wealth-management-groreportedpublic record, Form ADV, Sep 17, 2026
Website: PRESIDIOCM.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 858-461-4959reportedpublic record, Form ADV, Mar 3, 2026
Contact form: presidiocm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: presidiocm.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 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: $62.4Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026