Presidio Capital Advisors LLC

Presidio Capital Advisors LLC (CRD# 108531) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,074,679,432 in 265 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,075
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $15,376,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, MD, NM, NV, NY, TX, VA, WA

Financial Advisors at Presidio Capital Advisors LLC
Showing 1 - 10 of 22 top financial advisors.
1
Stephen J. Aucamp
CRD#: 4543286
101 California Street 12th Floor, San Francisco, CA 94111
96
Wealthminder
score

Stephen Aucamp (CRD# 4543286) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry. Stephen Aucamp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Colin M. Carter
CRD#: 1736299
100 Crescent Ct, Suite 550, Dallas, TX 75201
96
Wealthminder
score

Colin Carter (CRD# 1736299) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in Dallas, TX and has over 29 years of experience in the finance industry.

3
Brad M. Lackey
CRD#: 5043510
101 California Street 12th Floor, San Francisco, CA 94111
96
Wealthminder
score

Brad Lackey (CRD# 5043510) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry. Brad Lackey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian A. Pierson
CRD#: 4571557
101 California Street 12th Floor, San Francisco, CA 94111
96
Wealthminder
score

Brian Pierson (CRD# 4571557) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 14 years of experience in the finance industry. Brian Pierson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jeffrey L. Zlot
CRD#: 2732355
101 California Street, 12th Floor, San Francisco, CA 94111
96
Wealthminder
score

Jeffrey Zlot (CRD# 2732355) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 20 years of experience in the finance industry. Jeffrey Zlot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lisa K. Bean
CRD#: 4000933
100 Crescent Court, Suite 550, Dallas, TX 75201
93
Wealthminder
score

Lisa Bean (CRD# 4000933) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in Dallas, TX and has over 13 years of experience in the finance industry.

7
Brodie L. Cobb
CRD#: 2286448
101 California St., Ste. 1200, San Francisco, CA 94111
93
Wealthminder
score

Brodie Cobb (CRD# 2286448) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

8
Samantha L. Dean
CRD#: 4240063
4550 Montgomery Ave., Suite 910, Bethesda, MD 20814
93
Wealthminder
score

Samantha Dean (CRD# 4240063) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

9
Jerome C. Deren
CRD#: 5019203
100 Crescent Court, Ste. 550, Dallas, TX 75201
93
Wealthminder
score

Jerome Deren (CRD# 5019203) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in Dallas, TX and has over 11 years of experience in the finance industry.

10
William D. Evers
CRD#: 1201260
101 California Street 12th Floor, San Francisco, CA 94111
93
Wealthminder
score

William Evers (CRD# 1201260) is an Investment Advisor Representative working at Presidio Capital Advisors LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

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