A complete list of active advisors currently associated with D'Arcy Capital Management, LLC
Warmer can help you find a great advisor at D'Arcy Capital Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at D'Arcy Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 22
| |
San Diego, CA
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")