D'ARCY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 156264
- Registered since
- March 10, 2021
- Website
- darcycapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.76%
- Individuals7.6%
- Pension & Profit Sharing Plans2.97%
- Corporations / Businesses2.26%
- Charitable Organizations0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
D'Arcy Capital Management, LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for both individuals and institutions. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Its client base spans high-net-worth individuals and families as well as small business and institutional accounts. The firm takes a multi-vehicle approach to public markets exposure, leaning heavily on pooled vehicles and third‑party managers rather than concentrated single-stock bets. D'Arcy Capital Management uses external alternative managers for private equity, hedge fund and real estate strategies, supplementing those allocations with mutual funds in client portfolios. The adviser does not identify as an active ESG investor and is organized as a limited liability company under individual ownership. It registered with the SEC in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities19%
- State & Local Bonds14%
- US Government Bonds7%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1CHRISTOPHER D'ARCY
Chief Investment OfficerCRD 2883404
Contacts
1 of 1KRYSTA Kelly
Financial AdvisorCRD 5670073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12625 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
BAMBOO WEALTH STRATEGIES
RIASAN DIEGO, CA
TRIVANT CUSTOM PORTFOLIO GROUP LLC
RIASAN DIEGO, CA
KAIYO WEALTH LLC
RIASAN DIEGO, CA
BLUE SUMMIT WEALTH MANAGEMENT
RIASAN DIEGO, CA
WFA OF SAN DIEGO
RIASAN DIEGO, CA
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
RIASAN DIEGO, CA