DCapital Wealth LLC

DCapital Wealth LLC is an independent, single-advisor registered investment adviser managing approximately $37.9 million for about 40 clients. The firm provides discretionary portfolio management and complimentary financial planning services, and it advises individuals, trusts, charitable organizations, and retirement plans.

The firm follows a client-centric, research-driven total return approach that emphasizes diversification across traditional and alternative asset classes and balances long-term holdings with tactical trading when appropriate. Research incorporates third‑party AI tools for data aggregation and screening while retaining human review, and accounts are actively monitored and managed on a discretionary basis.

DCapital is atypical for a small independent adviser in that it offers a performance‑based All‑Weather Total Return strategy to qualified investors and uses borrowing (margin) and derivatives within separately managed accounts, increasing leverage and strategy flexibility. It also provides both limited‑scope ERISA 3(21) consulting and ERISA 3(38) investment‑manager services for retirement plans, works with charitable organizations, and discloses internal mitigations such as a fair allocation policy, compliance monitoring, human oversight of AI outputs, and the adviser’s own capital invested alongside clients in the strategy.