Presidio Capital Management, LLC

Presidio Capital Management, LLC, based in San Diego, California, was established in 2020 as an investment adviser firm specializing in providing a wide array of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm is wholly owned by Absolute Wealth Advisors, Inc., with Dustin TenBroeck as an indirect owner. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as portfolio management, financial planning, retirement plan consulting, and estate planning through the Wealth.com platform. Presidio Capital Management employs a range of investment strategies tailored to each client's financial goals and circumstances, focusing on delivering risk-managed returns over the market cycle. The firm's investment philosophy emphasizes aligning strategies with comprehensive financial plans, aiming for long-term financial goals. Clients have the option to place reasonable restrictions on their investments, and the firm may utilize third-party money managers for portfolio management. The firm's fee structure includes tiered fees for portfolio management based on assets under management, with fees billed quarterly in advance. Additionally, the firm provides financial planning and consulting services on an hourly, flat, or recurring fee basis, tailored to the scope and complexity of the engagement. Presidio Capital Management does not charge performance-based fees and does not sell securities for a commission. Clients are encouraged to review the firm's Code of Ethics, which outlines standards for personal securities transactions and compliance with securities laws.