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Daniel S

Series 65, Series 66

Carmel, CA

Topturn Capital, LLC

Daniel Stewart is a financial advisor with Topturn Capital, LLC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been affiliated with Darchuck Stewart Capital Advisors, LLC since 2009. Outside of his advisory work, he serves as a general partner in a family investment partnership, where he participates in investment decisions and trading activities. Topturn Capital provides investment management, wealth management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a proprietary dynamic allocation model incorporating stocks, bonds, digital assets, and cash, tailoring portfolios based on clients' risk tolerance and time horizon.

Business exit / sale strategy Business succession planning Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)
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Danny D

CFP®, Series 65, Series 66

Carmel, CA

Topturn Capital, LLC

Danny Darchuck Jr. is a CFP® with 35 years of industry experience. He is currently with Topturn Capital, LLC and has been associated with Darchuck Stewart Capital Advisors, LLC since 2009. Topturn Capital, LLC provides investment management, wealth management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm employs a combination of fundamental, technical, and cyclical analysis with a proprietary allocation model across multiple asset classes, tailoring advice to clients’ risk tolerance and time horizon.

Business exit / sale strategy Business succession planning Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)
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