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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2020
- Office Locations
- 1
Office Locations
About Presidio Capital Management, LLC
Presidio Capital Management is a San Diego–based registered investment adviser serving individuals and families near or in financial independence. The firm provides holistic financial planning and discretionary portfolio management with an emphasis on building sustainable portfolio income, proactive tax strategy, and legacy/estate planning coordination. Custodies client assets at Charles Schwab and positions its advice as a math-driven, goals-based process.
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Owner & Executives
JONATHAN YURI FREEMAN
Chief Compliance Officer
- CRD
- #6995923
- Ownership
- Less than 5%
DUSTIN S TENBROECK
Advisor, MANAGING DIRECTOR
- CRD
- #5019784
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID CHENET
Director
- CRD
- #5102910
Stone Evan Churby
Associate Wealth Manager
- CRD
- #7720335
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $498,887,848 | $461,933 |
| Non-Discretionary | $0 | -- |
| Total | $498,887,848 | $461,933 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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