A complete list of active advisors currently associated with Darrell Capital Management, LLC

Warmer can help you find a great advisor at Darrell Capital Management, LLC or one who fits your needs even better.

Darrell Capital Management, LLC is a fee-only wealth management firm that provides discretionary investment management and financial planning to individuals, high net worth clients, and trusts. The firm reports approximately $94.4 million in discretionary assets under management across 18 client relationships and generally requires a $500,000 minimum relationship size. DCM tailors portfolios to each client’s objectives and risk tolerance using asset allocation, diversification, and ongoing rebalancing, and documents objectives in an investment policy statement. The firm may hire sub‑advisors for portions of client portfolios and also manages “held‑away” retirement and participant accounts via a third‑party platform, with quarterly reviews and discretionary rebalancing when appropriate. Notable distinctions include a very small client roster relative to assets under management (resulting in large average relationship size) and the inclusion of family office services within the advisory relationship without a separate fee. The firm delegates proxy voting to clients (providing recommendations on request) and is led by a charterholder-level investment professional, reflecting a concentrated, advisor-led practice model that relies on external sub‑advisors and custodial platform services for certain implementation tasks.

To learn more about the advisors currently working at Darrell 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.