Duran Capital Management, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 321779
- Registered since
- June 10, 2022
- Website
- durancapitalmanagement.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Investment Grade Corp Bonds17%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jacqueline Duran
Founder and CCOCRD 5981752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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