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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- VertexCrest +more
- 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.
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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%
Showing 2 of 2 owners & executives
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Kelsey Lynn Markham
--
- CRD
- #8204496
Showing 1 of 3 contacts
Unlock allAssets Under Management
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
Total SMA Asset: $5,718,626
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,766,490,776 | 100.0% |
| Total | $4,766,490,776 | 100.0% |