Darrell Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$82,971,042
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
18
94% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
LowAverage account size
$4,609,502
About
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
Tax-loss harvesting
Charitable giving & philanthropy
Occupation focus
Retired
Founder/Business Owner
Fee options
Fixed fees for financial planning between $750 and $25,000
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
$500 per hour for ad hoc financial planning services
Monthly financial planning fees between $250 and $7,500
Account minimum: $500,000 Fee-only: Financial planning fixed fees $750 to $25,000; monthly fees $250 to $7,500; hourly fees $500 per hour
Main office location
Darrell Capital Management, LLC
609 Deep Valley Drive, Suite 200
Rolling Hills Estates CA 90274, United States
Number of offices
1
Most active in
Darrell Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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 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.
Forms ADV
Quick links
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