J.H. Darbie & Co, Inc.

Overview

J.H. Darbie & Co., Inc. is a small, privately held corporate investment firm that operates as both a broker-dealer and an insurance broker. The firm positions itself to serve individuals and family clients, offering portfolio management for individuals and small businesses and acting as a selector of other advisers when appropriate. It describes a fee approach that includes a percentage of assets under management alongside other fee arrangements, and it functions as a capital allocator rather than a purely transactional intermediary. Business activity beyond advisory work includes broker-dealer services and insurance distribution, which aligns with its use of insurance products such as annuities. Industry affiliations indicate the firm can act as sponsor, general partner, or managing member of pooled investment vehicles, suggesting involvement in structuring or distributing private pooled investments in addition to its broker-dealer activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices