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PRESIDIO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA · CRD 304501 · IAPD ↗ · presidiocm.com · 858-461-4959

$498.9MRegulatory AUM
9Advisory reps
14Employees
32Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PRESIDIO CAPITAL MANAGEMENT, LLC reported RAUM up 26% ($397.4M -> $498.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — PRESIDIO CAPITAL MANAGEMENT, LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — PRESIDIO CAPITAL MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — PRESIDIO CAPITAL MANAGEMENT, LLC reported RAUM up 38% ($288.1M -> $397.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — PRESIDIO CAPITAL MANAGEMENT, LLC now reports custody of client assets ($133.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
January 2025 — PRESIDIO CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — PRESIDIO CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.