CRD: 310324
Darrell Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonAlpha eagle
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
About Darrell Capital Management, LLC
Darrell Capital Management, LLC is a fee-only fiduciary wealth manager providing collaborative, candid guidance through dynamic portfolio management and strategic financial planning to help clients simplify and clarify their financial lives. The firm emphasizes innovation in its planning process, investment approach, and technology. Public profile data suggests portfolios commonly use public funds/ETFs and fixed income, with Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEWART DARRELL
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5030147
- Ownership
- 75% or more
DARCY DARRELL
Founder
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,439,461 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,439,461 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,439,461
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,183,600,944 | 20.1% |
| Equity - Exchange | $1,525,137,534 | 25.9% |
| Municipal Bonds | $1,130,603,886 | 19.2% |
| Cash | $889,172,848 | 15.1% |
| Other | $1,160,046,696 | 19.7% |
| Total | $5,888,561,908 | 100.0% |