# Presidio Capital Management, LLC

> Presidio Capital Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 304501
- Filed as: PRESIDIO CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304501
- AdvisorCensus page: https://advisorcensus.com/firm/presidio-capital-management-llc-san-diego-ca-304501

## Quick answers

**How is Presidio Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Presidio Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Presidio Capital Management, LLC located?**
Presidio Capital Management, LLC's principal office is in San Diego, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Presidio Capital Management, LLC registered with the SEC or a state?**
Presidio Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 304501.

**How much does Presidio Capital Management, LLC manage?**
Presidio Capital Management, LLC reports $498,887,848 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Presidio Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Presidio Capital Management, LLC: Regulatory assets under management: $228,626,894 in the October 2022 data and $498,887,848 in the October 2026 data, up 118%. Total employees: 5 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Presidio Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (192); individuals (other than high net worth individuals) (136); charitable organizations (23).

**Which custodians does Presidio Capital Management, LLC use?**
Presidio Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Presidio Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304501

**Does Presidio Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Presidio generally requires a minimum relationship size of $1,000,000 to establish and maintain an advisory relationship; however, the Advisor may, in its discretion, accept accounts below this minimum in certain circumstances, such as for related family members, children of existing Clients, or emerging wealth relationships."

**What changed in Presidio Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 9. Regulatory assets under management went from $397,448,597 to $498,887,848 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Presidio generally requires a minimum relationship size of $1,000,000 to establish and maintain an advisory relationship; however, the Advisor may, in its discretion, accept accounts below this minimum in certain circumstances, such as for related family members, children of existing Clients, or emerging wealth relationships.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $498,887,848
- Discretionary: $498,887,848
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $50,400,998 |
| High net worth individuals | 192 | $439,713,276 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,554,080 |
| Charitable organizations | 23 | $7,219,494 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Irvine, CA
- Ladera Ranch, CA

### Websites listed on Form ADV (Item 1.I)
- presidiocm.com
- Facebook @PresidioCapitalManagement
- Instagram @presidiocapitalmanagement
- LinkedIn @poole-&-tenbroeck-wealth-management-group
- YouTube @presidiocapitalmanagementtv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $228,626,894 | 5 | July 7, 2022 |
| October 2023 | $258,437,018 | 5 | March 23, 2023 |
| October 2024 | $288,113,865 | 5 | July 10, 2024 |
| October 2025 | $397,448,597 | 9 | April 25, 2025 |
| October 2026 | $498,887,848 | 14 | March 3, 2026 |

Regulatory assets under management: $228,626,894 in the October 2022 data and $498,887,848 in the October 2026 data, up 118%.
Total employees: 5 in October 2022 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 9.
- Regulatory assets under management went from $397,448,597 to $498,887,848 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Presidio Capital Management, LLC (CRD 304501): Form ADV filing data as of October 2026.