Darrell Capital Management, LLC
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
FINTRXOverview
Darrell Capital Management, LLC is an independent, individually owned investment advisory firm that acts as a capital allocator for both high‑net‑worth individuals/families and select institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and advisers‑of‑advisers services — they select third‑party managers on behalf of clients rather than relying solely on in‑house proprietary products. Fee arrangements include AUM‑based charges alongside hourly and fixed‑fee engagements, indicating flexibility to serve both ongoing wealth management relationships and project‑based planning work. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds73%
- Exchange Traded Equities15%
- State & Local Bonds9%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2
Stewart Darrell
FounderCRD 5030147

Darcy Darrell
Co-FounderCRD 4201250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rolling Hills Estates, CA
Los Angeles
Location
Rolling Hills Estates, CA
Headquartered in Rolling Hills Estates, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 609 Deep Valley Dr
- Time zone
- PT (UTC-8)
- Office locations
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