A complete list of active advisors currently associated with Dragus Capital, LLC
Warmer can help you find a great advisor at Dragus Capital, LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Dragus Capital, 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 |
|---|---|---|
Coral Gables, FL
| 4
|
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