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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 25, 2025 and March 3, 2026, reported AUM increased 25.5%, from $397.4M to $498.9M.
Across 5 reported observations, AUM increased 118.2% between July 7, 2022 and March 3, 2026, from $228.6M to $498.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 383 clients, or 42.6 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
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- Industry Interests
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The full Presidio Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 10 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
SMA allocation detail is available
Presidio Capital Management, LLC has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Presidio Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.