Presidio Capital Management

Presidio Capital Management

Dustin TenBroeck launched the firm in 2019 as an independent RIA after a career that included significant advisory experience. The practice was built to serve high-net-worth individuals and business owners through major financial transitions rather than simply managing a portfolio. The firm operates from a headquarters in San Diego and an additional office in Ladera Ranch, covering Southern California. Presidio operates as a multi-family office that integrates financial planning with investment management and tax-aware strategy. The firm does not promote a single product or asset class mandate — instead it coordinates across a client's existing legal and CPA relationships. Its professionals hold credentials spanning the CFP, CFA, CAIA, and CEPA designations. The firm publicly states it manages over $500 million in assets for a client base of more than 300 families, with a stated client retention rate of 98 percent. The team lists specialists like Dave Chenet, who holds the CFA and CAIA charters, and Ryan Sandler, a CFA charterholder, suggesting internal capacity for direct investment analysis alongside broader planning. Presidio is structured as a registered investment advisor with a fiduciary obligation to its clients. The firm's website names 12 professionals, including multiple Certified Financial Planners and valuation specialists. The team includes Jonathan Freeman and Joe Stella, both of whom hold the Certified Exit Planning Advisor designation, a credential aligned with the firm's stated focus on business-owner transitions. The firm maintains its own podcast and content platform, positioning principal Dustin TenBroeck as an educator on market and planning topics. Unlike a typical RIA aggregator, Presidio's architecture is built around a single point of coordination rather than a siloed division between planning and investments. The firm's model does not sell proprietary products — its revenue is fee-based advisory — and its planning approach is designed to adapt through market cycles. It coordinates across tax and legal professionals without providing those services in-house, maintaining a structural separation that reduces conflicts of interest.