$225.6M Total AUM
$225.6M Disc. AUM
17.9% 3Y CAGR
4 Employees
106 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember radialFocus ridge +more
- Established Date
- 02-02-2011
- Office Locations
- 1
Office Locations
12625 High Bluff Drive Suite 314 SAN Diego CA
About D'arcy Capital Management, LLC
D’Arcy Capital Management is a fee-only, SEC-registered RIA in the Del Mar/San Diego area providing fiduciary, high-touch wealth management and performance-driven investment management. The firm focuses on business owners, professional athletes, and multi-generational families, building diversified public-markets portfolios that may use ETFs and mutual funds. Primary custodian: Fidelity/NFS.
Team overview
41 AVG AGE
$56.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
15.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Optima fusion Element Wave Vertex capital Radial Pioneer
Client Personas
Oak Prime Beacon
Custodian
Quantum North
Investment Themes
Fusion atlas Prime Ridge alpha
Investment Vehicles
Vector Focus summit
Services
Fusion Focus bridge Catalyst Value Matrix fusion Insight Insight Oak
Technology
Signal Wave Ridge
Owner & Executives
C
CHRISTOPHER BRETT D'ARCY
Chief Compliance Officer, Managing Member
- CRD
- #2883404
- Ownership
- 75% or more
(765) 708-8687
alpha.beacon@oakcapital.com
in linkedin.com/in/momentum-element
K
KRYSTA NOELLE Kelly
--
- CRD
- #5670073
- Ownership
- 10% but less than 25%
(944) 394-6294
eagle.timber@valuecapital.com
in linkedin.com/in/timber-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,614,935 | $720,814 |
| Non-Discretionary | $0 | -- |
| Total | $225,614,935 | $720,814 |
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Separately Managed Accounts
Total SMA Asset: $225,614,935
Public Funds:
23.8% Equity - Exchange:
29.4% Municipal Bonds:
16.0% U.S. Government/Agency:
20.3% Cash:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,321,321,788 | 23.8% |
| Equity - Exchange | $1,632,221,032 | 29.4% |
| Municipal Bonds | $888,283,555 | 16.0% |
| U.S. Government/Agency | $1,127,009,760 | 20.3% |
| Cash | $582,936,082 | 10.5% |
| Total | $5,551,772,217 | 100.0% |