Dragus Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$225,942,454
Clients
86
93% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
HighAverage account size
$2,627,238
About
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).
Client services
Portfolio management
Wealth planning and consulting services
Expertise
Wealth management
General estate planning guidance
Business ownership considerations
Cross-border & expatriate issues
Occupation focus
Founder/Business Owner
Demographic focus
Immigrants
Fee options
Up to $5,000 for establishing entity structures; up to $3,000 annually for entity maintenance
$250 per hour for consulting and additional wealth planning services
Main office location
Dragus Capital, LLC
2121 Ponce De Leon Boulevard, Suite 720
Coral Gables FL 33134, United States
Number of offices
1
Most active in
Dragus Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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:
-
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
They're affiliated with a bank that may offer its own financial products and services.
-
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")