Dragus Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dragus Capital provides investment management and related consulting to individuals (including high‑net‑worth clients), families, companies, and institutions. Services include discretionary and non‑discretionary portfolio management, wealth planning focused on ownership and estate structures, and occasional hourly consulting engagements.
The firm seeks capital preservation and long‑term growth through diversified portfolios built from mutual funds, ETFs, and individual equities and bonds tailored to each client’s risk tolerance and time horizon. Dragus relies principally on fundamental analysis, generally avoids recommending private placements, and will manage accounts that include margin when directed by clients.
Dragus is notable for its significant non‑U.S. client base and for offering wealth planning services specifically aimed at non‑U.S. persons, including the establishment and ongoing maintenance of trusts and offshore company structures using third‑party trust providers. The firm also discloses use of emerging technologies (including AI) as a complement to research and operations and the related risks, and it invoices custodians directly for management fees (a practice that results in regulatory custody considerations).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Up to $5,000 for establishing entity structures; up to $3,000 annually for entity maintenance
$250 per hour for consulting and additional wealth planning services
Main office
2121 Ponce De Leon Boulevard, Suite 720
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida
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.
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