RP
RP

Ronald Petroff

39 Years of Experience
Sacramento, CA

Ronald Petroff is a registered investment advisor at Decamilla Capital Management LLC, based in Sacramento, CA, with 39 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
155 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$162.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3600 American River Drive, Suite 230, Sacramento, CA, 95864

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Decamilla Capital Management LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - April 2016 · 6 yrs 7 mos
LPL Financial LLC
September 2009 - April 2016 · 6 yrs 7 mos
Laidlaw & Company (UK) LTD.Broker
September 2008 - August 2009 · 11 mos
TD Ameritrade, INC.
May 2006 - September 2008 · 2 yrs 4 mos
Amerivest Investment Management, LLC
May 2006 - September 2008 · 2 yrs 4 mos
TD Ameritrade, INC.Broker
April 2006 - September 2008 · 2 yrs 5 mos
Commonwealth Financial NetworkBroker
April 2005 - April 2006 · 1 yr
Investors Resources Group, INC.Broker
April 2003 - April 2005 · 2 yrs
Sterling Financial Investment Group, INC.Broker
January 2002 - April 2003 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
December 1984 - January 2002 · 17 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.