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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-24-2011
- Office Locations
- 1
Office Locations
About Dragus Capital, LLC
Dragus Capital is a SEC-registered RIA and multi-family office (founded 2011) providing centralized wealth management, asset management, estate planning, and advisory services for families, individuals, and companies. The firm emphasizes transparent, independent planning and portfolio construction, with a fixed-income oriented allocation (notably investment-grade corporates and U.S. government/agency bonds). Differentiator: deep private banking experience supporting clients across countries and residency situations.
Reported data analysis
What the numbers show
Between March 4, 2025 and March 30, 2026, reported AUM increased 8.2%, from $208.9M to $225.9M.
Across 5 reported observations, AUM increased 9.3% between March 30, 2022 and March 30, 2026, from $206.7M to $225.9M.
Of the latest reported AUM, 87.9% is discretionary and 12.1% is non-discretionary.
The firm reports 2 advisory representatives and 86 clients, or 43 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dragus Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANTONIO POLEGRE
--
- CRD
- --
- Ownership
- 25% but less than 50%
JORGE SANCHEZ
Director of Finance
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,677,932 | $1,910,365 |
| Non-Discretionary | $27,264,522 | $6,816,131 |
| Total | $225,942,454 | $2,092,060 |
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Separately Managed Accounts
SMA allocation detail is available
Dragus Capital, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.