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David D. Decamilla

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CRD#: 1225771
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Daniel Decamilla was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1984. David had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BLANTON STREET INVESTMENTS, LLC 175 ONCORD ST. #203, CHARLESTON,S.C. 29401 A REAL ESTATE PARTNERSHIP SINCE 1988 NON-MANAGING PARTNER 10 HOURS/MONTH---0 HOURS DURING SECURITIES TRADING HOURS DECAMILLA BROTHERS LLC---OWNER OF WEST COAST PRODUCTS 717 TEHAMA ST., ORLAND CA. 95963 AN OLIVE PROCESSING COMPANY NON-MANAGING LIMITED PARTNER 5 HOURS/MONTH---0 HOURS DURING SECURTITIES TRADING HOURS

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 20, 2012 - July 14, 2025

DECAMILLA CAPITAL MANAGEMENT LLC

RIA
CRD#: 108027
SACRAMENTO, CA
Past

January 28, 1995 - July 8, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 7, 1991 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 18, 1984 - March 5, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DECAMILLA CAPITAL MANAGEMENT LLC
DECAMILLA CAPITAL MANAGEMENT INC | DECAMILLA CAPITAL MANAGEMENT LLC

CRD#: 108027 / SEC#: 801-123600

RIA
Registered Investment Advisory firm - (4/7/2022 Approved)
California
Registered Investment Advisory firm - (5/8/2022 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/29/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DC
DECAMILLA CAPITAL MANAGEMENT LLC
DECAMILLA CAPITAL MANAGEMENT INC | DECAMILLA CAPITAL MANAGEMENT LLC

CRD#: 108027 / SEC#: 801-123600

RIA
Registered Investment Advisory firm - (4/7/2022 Approved)
California
Registered Investment Advisory firm - (5/8/2022 Terminated)
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Contact information


Main Address
4101 J Street Suite 150, Sacramento, CA 95819
Mailing Address
Phone number
(916) 979-0870
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DCM - ADV PART 2A (8/21/2025)

Regulatory assets under management


Total Number of Accounts283
AUM (Assets Under Management)$ 144,815,189

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DECAMILLA CAPITAL MANAGEMENT LLC

CRD#: 108027

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