D'Arcy Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$212,881,112
Clients
100
Advisors
3
of 4 employees
About
D’Arcy Capital Management LLC provides personalized investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and other institutions. The firm reports managing client assets on a discretionary basis and delivers continuous portfolio supervision, tailored asset allocation, cash management and ongoing financial planning as part of its services.
The firm employs a core‑and‑satellite approach that blends active and passive investments and relies on fundamental analysis with a generally long‑term orientation while retaining flexibility for shorter‑term trades when circumstances change. Offerings include diversified asset allocation programs as well as non‑diversified strategies — including Global Large Cap Value, a newly added Small Cap Value strategy, and bond management — and the firm may implement customized solutions through separately managed accounts for high‑net‑worth clients.
The brochure discloses several marketing and disclosure practices that are less common among peers: the firm publishes quarterly market reviews and frequent investment alerts, notes that its managing member writes and appears on financial broadcasts, and discloses receipt of travel and marketing reimbursements from product sponsors alongside advertising of historical and hypothetical performance and third‑party ratings. It also highlights operational details that distinguish the firm, such as the use of separately managed accounts for customized strategies and disclosures regarding borrowing in certain managed accounts, and describes written policies intended to manage the resulting conflicts of interest.
Client services
Expertise
Fee options
Generally will not exceed $5,000, negotiable based on services provided
$0 - $1,000,000: 1.75% annually $1,000,001 - $10,000,000: 1.00% annually $10,000,001 - $25,000,000: 0.80% annually $25,000,001+: Negotiable
$250 per hour
Account minimum: $500,000
Main office
12625 High Bluff Drive, Suite 314
San Diego CA 92130
Advisors at this office
3
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Krysta K
CFP®
San Diego, CA
D'Arcy Capital Management, LLC
Krysta Kelly is a CFP® with 14 years of industry experience, currently serving at D’Arcy Capital Management, LLC since 2011. She is based in San Diego, CA, and is part of a four-advisor team. D’Arcy Capital Management provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments, offering diversified and non-diversified strategies with a focus on long-term fundamental analysis and customized solutions for high-net-worth clients.
Andrew D
CFP®
San Diego, CA
D'Arcy Capital Management, LLC
Andrew Drennan is a CFP® professional with experience at D'Arcy Capital Management, LLC since 2026. He previously worked at CCG Wealth Management LLC, Aldrich Wealth, and Accuvisors Inc. Prior to entering financial advisory roles, he spent nine years at Keller Williams Realty. D’Arcy Capital Management LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, retirement plans, and institutions. The firm uses a core-and-satellite approach blending active and passive investments with a generally long-term orientation and offers customized solutions, including separately managed accounts for high-net-worth clients.
Christopher D
CFA®, Series 63
San Diego, CA
D'Arcy Capital Management, LLC
Christopher D'arcy is a CFA® charterholder with 21 years of industry experience. He has been with D’Arcy Capital Management LLC since 2011, where he is part of a four-advisor team. The firm provides personalized investment management and financial planning services to individuals, trusts, estates, retirement plans, and other institutions. D’Arcy Capital Management employs a core-and-satellite investment approach combining active and passive strategies, with offerings that include diversified asset allocation programs, non-diversified strategies, and customized separately managed accounts for high-net-worth clients.
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