W Wellspent Public advisor graph
Wellspent public graph/Advisors/Deana Moncayo
Advisor

Deana Moncayo

Silicon Valley Capital Partners · San Jose, California

Deana Moncayo is a fee-only financial advisor at Silicon Valley Capital Partners in San Jose, California. Deana focuses on equity compensation. Silicon Valley Capital Partners reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

Request an introduction to Deana →

Specialties

Facts

FirmSilicon Valley Capital Partners
Based in San Jose, California
Fee model (firm's Form ADV)Percentage of assets
Assets under management$1.29B across 1,627 accounts
SEC registration Investment adviser representative in CA · CRD 8040843
Exams passedSeries 65 (2025)
Firm size8 employees
Disclosures None reported
Websitewww.svcp.com

How Deana's firm compares

  • Silicon Valley Capital Partners's average account is about $792,000, from its Form ADV (assets managed divided by 1,627 accounts).

What fee-only advisors charge in California

Request an introduction to Deana

Tell Deana a little about what you're looking for. Deana isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Deana

Is Deana Moncayo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Deana holds no broker registration, and Silicon Valley Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Deana charge for financial advice?

Deana's firm, Silicon Valley Capital Partners, reports charging a percentage of assets on its SEC Form ADV.

Where is Deana Moncayo based?

Deana Moncayo is based in San Jose, California.

What does Deana specialize in?

Deana's specialties include equity compensation.

Is Deana Moncayo registered with the SEC?

Yes. Deana Moncayo is registered as an investment adviser representative in CA (CRD 8040843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Silicon Valley Capital Partners manage?

Silicon Valley Capital Partners reports $1.29B across 1,627 accounts in assets under management.

How do I contact Deana Moncayo?

Through Deana's website, www.svcp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in San Jose

Other advisors in California who focus on equity compensation

Where this information comes from

See something wrong? Request a correction. Read our methodology.