Duran Capital Management, LLC

RIAState Registered
Total AUM
$45.4M
Discretionary
$45.4M
100% of AUM
Avg account
$234K
Accounts
194
Employees
1
Advisory reps
1

Firm details

Headquarters
Santa Barbara, California
CRD number
321779
Registered since
June 10, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals54.97%
  • HNWI40.07%
  • Charitable Organizations4.96%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Duran Capital Management, LLC is a California-registered, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its billing model includes a percentage of assets under management as well as hourly and fixed-fee arrangements. Duran reports no emphasis on ESG investing, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Investment Grade Corp Bonds 17%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, Cash & Cash Equivalents 1%78%
  • Exchange Traded Equities78%
  • Investment Grade Corp Bonds17%
  • Non-Exchange Traded Equities2%
  • US Government Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Jacqueline Duran

    Jacqueline Duran

    Founder and CCOCRD 5981752

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Santa Barbara, CA

Santa Barbara

Location

Santa Barbara, CA

Headquartered in Santa Barbara, CA, in the West of the United States.

Region
West
County
Santa Barbara
Address
15 W Carrillo St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth