Presidio Capital Management, Llc
- Regulatory AUM
- $499M
- Discretionary
- $499M
- Clients
- 351
- Avg AUM / client
- $1.4M
- Accounts
- 1,080
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 136 | $50.4M | 10.1% |
| High net worth individuals | 192 | $440M | 88.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.31% |
| Charitable organizations | 23 | $7.2M | 1.45% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dustin S Tenbroeck | Managing Director | CFP | Jun 2012 (14y) | ≈ 56.25% – 100% via Absolute Wealth Advisors, Inc. |
| David Chenet | Chief Compliance Officer | CFP CFA | Dec 2022 (4y) | Less than 5% |
| Matthew Gadingan Vallebo | Registered representative | Jan 2020 (7y) | ||
| Robyn Cohen | Registered representative | Aug 2024 (2y) | ||
| Rielle Kaleia Sanidad | Registered representative | CFP | Jan 2025 (2y) | |
| Jonathan Yuri Freeman | Registered representative | Feb 2025 (1y) | ||
| Michael Gregory Kasianko | Registered representative | Apr 2026 (0y) | ||
| Stone Evan Churby | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Absolute Wealth Advisors, Inc. | Member | Jan 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dustin S Tenbroeck: 75% – 100% of Absolute Wealth Advisors, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $493M (99% of AUM) Mar 2026
- Lincoln Financial Securities Corporation $2.4M (1% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗