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D'ARCY CAPITAL MANAGEMENT, LLC
12625 High Bluff Drive
Suite 314
San Diego, California 92130
Tel: 858-461-4391
About D'ARCY CAPITAL MANAGEMENT, LLC
D'ARCY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as D'ARCY CAPITAL MANAGEMENT, LLC. The firm was established in 03/10/2021. They have over 1 offices throughout the country.
D'ARCY CAPITAL MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $178,589,007 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156264 |
| SEC# | 801-120475 |
| Assets Managed by Firm | $178,589,007 |
| No. of Clients | 286 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 286 | $178,589,007 |
| Individuals (other than high net worth individuals) | 60 | $18,776,373 |
| High net worth individuals | 31 | $139,295,885 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,723,741 |
| Charitable organizations | Fewer than 5 clients | $856,808 |
| Corporations or other businesses | 7 | $13,936,200 |
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