Stone Evan Churby

Employer firm

Presidio Capital Management, LLC CRD 304501

$499M regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2017
  Granada High School
  Livermore, CA
• 08/2017 → 08/2021
  California State University
  Sacramento, CA
• 09/2021 → 06/2023
  University Of Oregon
  Eugene, OR
• 03/2020 → 06/2020
  The Raley's Companies
  Sacramento, CA
• 05/2023 → 06/2026
  Weatherly Asset Management, Lp
  Del Mar, CA
• 06/2026 → Present
  Presidio Capital Management, Llc
  San Diego, CA

Previous Registrations

• 2023-05-22 → 2026-06-22
  Weatherly Asset Management
  Del Mar, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-22

Designations

• Certified Financial Planner