Presidio Capital Management

What Presidio Capital Management does

Presidio Capital Management is a fee-only, SEC-registered registered investment adviser founded in 2012 and headquartered in San Diego, California, with a second office in Ladera Ranch (Orange County). The firm serves 300+ high-net-worth households and business owners with a $1 million minimum investable-asset threshold, delivering comprehensive wealth management through its trademarked Magellan Method planning framework alongside ongoing investment advisory. The firm reports $500 million-plus in assets under management and a 98% client retention rate, and has been recognized repeatedly by third-party industry lists including RIA Channel Top 50 by Growth (2022), Morningstar Top DC Advisor (2024), Investment News 40 Under 40, WealthManagement.com Fastest-Growing, Cetera Circle of Excellence, and Expertise.

The firm's technology stack is built on third-party, institutional-grade platforms: Charles Schwab provides custody, eMoney supports financial planning, and Orion handles portfolio management and reporting. A dedicated Head of Technology and Analytics role indicates analytical workflow ownership at the integration layer, though no proprietary AI/ML systems are disclosed. Leadership includes President Dustin TenBroeck (CFP, CEPA), COO/CCO Jonathan Freeman (MBA, CEPA), Chief Growth Officer Eric Sturhann (MSBA), Director of Wealth Management Dave Chenet (CFP, CFA, CAIA, MBA), wealth managers Matt Vallebo and Rielle Sanidad, and Head of Technology and Analytics Kristopher Bognot, with multiple senior leaders holding 15–20+ years of industry experience.

Presidio generates revenue through a hybrid fee model combining AUM-based advisory fees with fixed planning fees tied to the Magellan Method engagement. Distribution combines a referral-driven HNW practice with a brand-led content engine — the Presidio Perspective podcast and a YouTube channel with 700,000+ subscribers — that materially expands inbound reach relative to a traditional referral-only RIA. The firm's stated positioning targets business owners and entrepreneurs in addition to traditional HNW families, supported by CEPA designations among senior leadership.

Name

Presidio Capital Management

Legal name

Presidio Capital Management, LLC

Website

https://presidiocm.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Presidio Capital Management is a fee-only, SEC-registered RIA founded in 2012 in San Diego with a second office in Orange County, serving 300+ HNW households and business owners ($1M+ minimum) via its proprietary Magellan Method, $500M+ AUM, and a hybrid AUM-plus-fixed-fee model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning advisory

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only pricing based on total assets under management for ongoing wealth management services. The percentage declines as client wealth grows. This is the primary revenue stream for clients who move forward with implementation and ongoing portfolio management.
2. Fixed Fee Planning Services: Flat fee for financial planning and consulting services that do not involve moving into an investment relationship or implementation plan. After initial discovery, clients receive a scope of work outlining areas to be covered and the fixed price amount.
3. Business Owner Engagements: Comprehensive engagements for business owners requiring advanced planning and coordination, typically involving ongoing wealth management, Personal CFO services, and Value Driver consulting. Engagements run 6 months to annual recurring.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Presidio Capital Management is a fee-only Registered Investment Adviser (RIA) based in San Diego, California, providing wealth management and financial planning services to high-net-worth individuals and business owners. The firm delivers investment advisory services using a proprietary framework called the Magellan Method that coordinates wealth management, tax planning, estate planning, retirement planning, and business succession planning into a single integrated plan.

Product overview

Presidio Capital Management is a fee-only, fiduciary Registered Investment Advisor offering a unified wealth management platform centered on its proprietary Magellan Method planning process. The core product portfolio includes Financial Planning, Investment Management, and Retirement Planning as foundational services, supplemented by specialized planning offerings: Tax-Aware Strategy (Income Tax Planning, Concentrated Stock Strategies), Business Owner Services (Business Value Consulting, Business Exit Planning, Integrated Wealth Planning), and Life Transitions support (Sudden Wealth, Inheritance, Divorce, Estate & Legacy, Multi-Generational, Philanthropy). The firm also provides client-facing interactive tools including a Retirement Calculator, Business Valuation Calculator, Retirement Readiness Quiz, Business Exit Checklist, and Retirement 101 educational course. All services are coordinated through a dedicated Wealth Manager acting as Personal CFO, with client access via Charles Schwab custody, eMoney, and Orion platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Comprehensive Financial Planning
• Tax Planning
• Estate Planning
• Retirement Planning
• Business Owner Planning

Quantifiable outcome

• 98% client retention rate demonstrates long-term client satisfaction and trust
• +1 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Seven partnerships are on record, tiered core and supporting.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the primary custodian for client accounts. Client assets are held in accounts registered in the client's name at Schwab. Clients access their accounts through the Schwab Client Portal. This is a fundamental operational partnership for the firm's investment management services.
• eMoneycoreTechnology or IntegrationeMoney is used as the primary financial planning platform for client engagement and planning tools. The firm leverages eMoney for client access and planning calculations.
• OrioncoreTechnology or IntegrationOrion provides portfolio management and reporting capabilities. Clients can access their accounts through the Orion client portal for portfolio monitoring and reporting.
• CPA/Tax ProfessionalscoreStrategic or Co-development PartnerPresidio coordinates closely with clients' CPAs and tax professionals to ensure tax-aware planning is integrated with financial planning, investment management, and estate planning. Tax planning is a key component of the Magellan Method.
• Estate AttorneyscoreStrategic or Co-development PartnerCollaboration with estate attorneys to coordinate legal documents and structures with financial planning, investment strategy, and tax considerations. Presidio's role is to integrate perspectives into a cohesive plan.
• Insurance ProfessionalssupportingStrategic or Co-development PartnerInsurance planning is one of the specialist areas coordinated by Presidio as part of comprehensive wealth management, working alongside the core advisory team.
• M&A AdvisorscoreStrategic or Co-development PartnerFor business exit planning engagements, Presidio works alongside M&A advisors, transaction professionals, attorneys, and CPAs to support planning and coordination before and after business transactions.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: One of the largest U.S. fee-only RIAs offering comprehensive wealth management, financial planning, and business owner services. Highly comparable business model and service mix to Presidio, though operating at much greater scale nationally.
• Carson Group: Large RIA and coaching platform serving financial advisors and their HNW clients with wealth management, business consulting, and exit planning services. Overlaps with Presidio on business owner services and AUM-based advisory model.
• Wealth Enhancement Group: Independent RIA platform providing wealth management, retirement planning, and tax services to HNW individuals. Comparable service mix and AUM-based model to Presidio, with significant M&A-driven scale.
• Edelman Financial Engines: Large national RIA offering comprehensive financial planning, investment management, and retirement plan services to individuals. Directly comparable planning-led, fee-based model though operating at much larger scale.
• Cerity Partners: Comprehensive wealth management firm providing investment advisory, tax, estate, and business exit planning to HNW individuals and business owners. Directly comparable integrated planning model to Presidio at larger national scale.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based investment management and comprehensive financial planning for HNW clients. Directly comparable fiduciary structure and planning-led approach to Presidio.
• Ronald Blue & Co. Fee-only RIA providing comprehensive financial planning, investment management, tax, and estate services to HNW individuals and families. Directly comparable AUM-based fee model and integrated planning approach to Presidio.
• Moneta Group: Fee-only RIA serving HNW individuals, families, and business owners with integrated financial planning, investment management, tax, and exit planning. Directly comparable in service mix and target client profile to Presidio.

Emerging players

• Facet Wealth: Tech-enabled RIA offering flat-fee financial planning and investment management to a broader client base via virtual advice. Comparable fee-only fiduciary model to Presidio but with a digital-first delivery model targeting clients below Presidio's $1M minimum.

Others

• Honest Dollar (Empower): Large retirement-focused wealth platform combining Personal Capital's digital tools with traditional advisory services. Adjacent peer reflecting the digital wealth management trend competing for HNW and mass-affluent clients similar to Presidio's target market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xinstagram.com/presidiocapitalmanagement
• YouTubeyoutube.com/channel/UCUqScgW7QW8RhgRy5Vtdesw
• LinkedInlinkedin.com/company/presidiocapitalmanagement
• Instagraminstagram.com/presidiocapitalmanagement
• Facebookfacebook.com/PresidioCapitalManagement

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Presidio Capital Management