Darda Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,598,063
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
257
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
257
Average account size
$115,168
About
Darda Financial provides portfolio management, comprehensive financial planning, accounting and tax services, life insurance, and business consulting for primarily individual clients and a subset of small businesses and non-profits. The firm offers written comprehensive financial plans, limited consultations, and ongoing discretionary management of client accounts.
Investment advice is implemented on a discretionary basis using a mix of fundamental and technical analysis across stocks, mutual funds, ETFs, bonds, and options, with strategy (active or passive) matched to client objectives and risk tolerance. The firm conducts at least annual account reviews and implements client-directed restrictions while assuming responsibility for trade execution and portfolio monitoring.
Notable distinctions relative to many peers include the firm’s provision of accounting and tax services in addition to advisory work and the principal’s role as a licensed insurance agent, which may generate separate insurance commissions when insurance products are recommended. The firm also explicitly serves small businesses and non-profits and asks clients to establish custody with a particular broker‑dealer, practices that are less common among independently registered advisors.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Under $25,000 - $25,000: 1.50% $25,000 - $100,000: 1.00% $100,000 - $500,000: 0.75% $500,000 - $1,000,000: 0.60% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.35% $5,000,000 - $10,000,000: 0.25% $10,000,000+: Negotiable
Insurance commissions received by the principal advisor separately from advisory fees.
Financial planning services billed at $150 per hour.
Fee-only: Financial planning fees billed at $150 per hour for clients not receiving investment management services.
Main office location
Darda Financial
750 Bethesda Road
Winston Salem NC 27103, United States
Number of offices
2
Most active in
Darda Financial has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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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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.
Forms ADV
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