Darrell Capital Management, LLC

RIASEC Registered

Total AUM

$100M

Discretionary

$100M

100% of AUM

Avg account

$834K

Accounts

120

Employees

Advisory reps

Firm details

Headquarters: Rolling Hills Estates, California
CRD number: 310324
Website: darrellcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.5%
Other13.58%
Individuals0.83%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Darrell Capital Management, LLC is an independent, individual-owned registered investment adviser that acts as a capital allocator to both individual/family and institutional clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it also performs selection-of-other-advisers work for clients who require access to external managers. Its billing model includes a percentage-of-assets arrangement alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not multi-state registered, and is not positioned as a pension consultant or related adviser.