CRD: 322100
Desert Capital Management Group, INC
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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-2015
- Office Locations
- 1
Office Locations
About Desert Capital Management Group, INC
Desert Capital Management Group is a California registered investment adviser providing personalized investment advice and financial planning, including retirement planning, education funding, and tax-efficiency guidance. The firm emphasizes risk-tolerance-based portfolio construction designed to navigate market volatility and, per public filings, runs ETF-focused SMA portfolios on platforms such as Altruist and SEI. Founded in 1997 with multiple California offices.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $41.1K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
STEPHANIE A MEARSE
Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Mario Nieto
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #7269388
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,718,626 | -- |
| Total | $5,718,626 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Desert Capital Management Group, INC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.