D'ARCY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$226M
Discretionary
$226M
100% of AUM
Avg account
$721K
Accounts
313
Employees
4
Advisory reps
2

Firm details

Headquarters
SAN DIEGO, California
CRD number
156264
Registered since
March 10, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 19%, State & Local Bonds 14%, US Government Bonds 7%, Cash & Cash Equivalents 2%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities19%
  • State & Local Bonds14%
  • US Government Bonds7%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • CHRISTOPHER D'ARCY

    Chief Investment OfficerCRD 2883404

Contacts

1 of 1
  • KRYSTA Kelly

    Financial AdvisorCRD 5670073

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth