Dcapital Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 331889
- Website
- dcapitalwealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals41.99%
- Charitable Organizations40.87%
- HNWI17.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Dcapital Wealth LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as select institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Dcapital uses a mix of fee arrangements — percentage-of-AUM, fixed fees, and performance-based fees — and operates primarily through discretionary mandates.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds18%
- US Government Bonds16%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
1 of 1
Darren Capeloto
Chief Executive OfficerCRD 4994945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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