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
- HNWI87.01%
- Other12.06%
- Individuals0.85%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Darrell Capital Management, LLC is an independent registered investment adviser operating as a limited liability company and controlled by an individual owner. The firm serves both high‑net‑worth individuals and institutional clients, positioning itself as a capital allocator that blends discretionary portfolio management with financial planning and third‑party manager selection. Its advisory platform supports fee arrangements by percentage of assets under management as well as hourly and fixed fees, which lets the firm tailor engagement models across small business owners and private clients. Investment activity centers on managed public fund exposure — mutual funds and other pooled vehicles make up the largest portion of client portfolios — while the firm also acts as an allocator into external managers for alternatives. The adviser does not flag itself as an active ESG investor. Services emphasize ongoing portfolio management for individuals and small businesses, financial planning, and the selection and oversight of outside advisers when clients require access to specialized strategies.
Assets & Accounts
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities15%
- State & Local Bonds9%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2STEWART DARRELL
Business OwnerCRD 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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