Francis E. Edsall

PRESIDIO CAPITAL MANAGEMENT

San Diego, CA 92130

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CRD#: 4187744

Professional summary

Francis Edwin Edsall III, who also goes by Frank Edwin Edsall III, Francis Edwin Edsall III, Francis Edwin Edsall Iii, is a registered financial advisor currently at PRESIDIO CAPITAL MANAGEMENT, LLC located in San Diego, California.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Francis has worked at 12 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Edwin Edsall Iii | Francis Edwin Edsall Iii | Francis Edwin Edsall Iii

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Edwin Edsall III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 21, 2025 - Present

PRESIDIO CAPITAL MANAGEMENT, LLC

Office #1: 12626 High Bluff Drive Ste 150, San Diego, CA 92130

RIA

CRD#: 304501

San Diego, CA

Past

November 19, 2018 - June 30, 2025

VIRTUS INVESTMENT ADVISERS, LLC

RIA

CRD#: 106982

OCEANSIDE, CA

Past

June 1, 2017 - June 30, 2025

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

April 24, 2015 - November 19, 2018

VIRTUS CAPITAL ADVISERS, LLC

RIA

CRD#: 107346

TEMECULA, CA

Past

October 7, 2014 - June 1, 2017

FORESIDE ASSOCIATES, LLC

CRD#: 13494

PORTLAND, ME

Past

March 8, 2011 - April 9, 2014

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

February 1, 2007 - January 21, 2011

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

October 18, 2004 - January 5, 2007

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

December 19, 2003 - November 4, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SAN DIEGO, CA

Past

November 26, 2003 - November 4, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 6, 2002 - November 25, 2003

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 30, 2001 - August 16, 2002

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

August 28, 2000 - February 22, 2001

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

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".

PRESIDIO CAPITAL MANAGEMENT, LLC

ABSOLUTE WEALTH ADVISORS, INC. | PRESIDIO CAPITAL MANAGEMENT, LLC | PRESIDIO CAPITAL MANAGEMENT

CRD#: 304501 / SEC#: 801-123239

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

California

Registered Investment Advisory firm - (6/17/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/23/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/18/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/26/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRESIDIO CAPITAL MANAGEMENT, LLC

ABSOLUTE WEALTH ADVISORS, INC. | PRESIDIO CAPITAL MANAGEMENT, LLC | PRESIDIO CAPITAL MANAGEMENT

CRD#: 304501 / SEC#: 801-123239

RIA

Registered Investment Advisory firm - (2/11/2022 Approved)

California

Registered Investment Advisory firm - (6/17/2022 Terminated)

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Contact information

Main Address

12626 High Bluff Drive Ste 150, San Diego, CA 92130

Mailing Address

Phone number

(858) 461-4959

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	967
AUM (Assets Under Management)	$ 397,448,597

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.

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Advisor Monitoring

Firm Stability Insights

Francis E. Edsall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francis Edwin Edsall III's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUS INVESTMENT ADVISERS, LLC

VP DISTRIBUTORS LLC

VIRTUS CAPITAL ADVISERS, LLC

FORESIDE ASSOCIATES, LLC

NATIXIS DISTRIBUTION, LLC

CAPITAL BROKERAGE CORPORATION

COREBRIDGE CAPITAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

OSAIC WEALTH, INC.

VERAVEST INVESTMENTS, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

Primary Firm SEC Registration

PRESIDIO CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/23/2015

Series 66

Date: 12/18/2003

Series 63

Date: 9/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2003

Series 6

Date: 8/26/2000

Current Firm

PRESIDIO CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESIDIO CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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