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D'arcy Capital Management, LLC (San Diego)


D'arcy Capital Management, LLC is an adviser based in San Diego. It manages $38.45 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

D'arcy Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

D'arcy Capital Management: assets under management

The assets under management (AUM) of D'arcy Capital Management, LLC is $38.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay D'arcy Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where D'arcy Capital Management, LLC performs its advisory services is located at 12625 High Bluff Drive, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-461-4391 or by fax 858-461-4392. The normal business hours are 7:30 a.m. - 5:00 p.m. on Monday - Friday.


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