DARRELL CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$94.4M
Discretionary
$94.4M
100% of AUM
Avg account
$800K
Accounts
118
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
  • HNWI87.01%
  • Other12.06%
  • Individuals0.85%
  • Corporations / Businesses0.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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

    Business OwnerCRD 5030147

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth