Darrell Capital Management, LLC

RIASEC Registered
Total AUM
$100M
Discretionary
$100M
100% of AUM
Avg account
$834K
Accounts
120
Employees
2
Advisory reps
2

Firm details

Headquarters
Rolling Hills Estates, California
CRD number
310324
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, 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 15%, State & Local Bonds 9%, Cash & Cash Equivalents 2%, Other 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities15%
  • State & Local Bonds9%
  • Cash & Cash Equivalents2%
  • Other1%

Contacts

2 of 2
  • Stewart Darrell

    Stewart Darrell

    FounderCRD 5030147

  • Darcy Darrell

    Darcy Darrell

    Co-FounderCRD 4201250

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth