Claim Profile
RW

Rhonda Kay Wilson

DECAMILLA CAPITAL MANAGEMENT INC·SACRAMENTO, California
Unclaimed Profile
3600 AMERICAN RIVER DR, SACRAMENTO, CA 95864CRD# 4343496Firm CRD# 108027
01

About

Rhonda Kay Wilson is a registered financial advisor based in SACRAMENTO, California, affiliated with DECAMILLA CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
DECAMILLA CAPITAL MANAGEMENT LLC
DECAMILLA CAPITAL MANAGEMENT LLC
AUM
$117M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4343496
Firm CRD# 108027
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rhonda Kay Wilson offer?
Rhonda Kay Wilson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SACRAMENTO, California for a consultation.
What are Rhonda Kay Wilson's credentials?
Rhonda Kay Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rhonda Kay Wilson located?
Rhonda Kay Wilson is based in SACRAMENTO, California, working with DECAMILLA CAPITAL MANAGEMENT INC. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Rhonda Kay Wilson charge for services?
Rhonda Kay Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DECAMILLA CAPITAL MANAGEMENT INC?
DECAMILLA CAPITAL MANAGEMENT INC has approximately 3 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty