Advisor at D Squared Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
D Squared Capital Management, LLC
Location
Oro Valley, AZ 85755
Credentials
Series 65
Industry experience
21 years
Darla East is the sole advisor at D Squared Capital Management, LLC, an independent firm based in Oro Valley, AZ. She holds a Series 65 designation and has 21 years of industry experience, including 16 years managing portfolios at D Squared Capital Management. The firm provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, and business entities, offering both wrap fee and non-wrap advisory programs. Its investment approach combines fundamental, technical, charting, and cyclical analysis, utilizing a range of strategies including active trading, option-based positions, and margin use.
$0 - $1,000,000: 2.0% $1,000,000 - $2,000,000: 1.5% $2,000,000+: 1.0%
Minimum fee: $780 annually ($65 per month) minimum annual fee for wrap-fee program; alternatively $20 per month advisory fee outside wrap-fee program with trade execution costs passed through Fee-only: Advisory fees charged monthly; wrap-fee program includes investment management and execution fees
13973 N Stone Gate Pl
Oro Valley, AZ 85755
Arizona · Texas
D Squared Capital Management
2010 - Present (16 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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