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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2024
- Office Locations
- 1
Office Locations
About Dcapital Wealth LLC
DCapital Wealth LLC is a California-based RIA offering financial planning and investment management across asset classes, including estate and retirement planning, multigenerational family office support, and strategic advisory for family-owned businesses. Built on 25 years with world-class investment managers, the firm also runs a separately managed All-Weather Total Return strategy using uncorrelated multi-asset exposures via relative value, long/short and directional sleeves (qualified investors only), and publishes quarterly investment letters.
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Owner & Executives
DARREN JAY CAPELOTO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4994945
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,924,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,924,376 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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