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Darchuck Stewart Capital Advisors, LLC (Monterey)


Darchuck Stewart Capital Advisors, LLC is a large advisory firm based in Monterey. It manages $100.2 million of regulatory assets for 201 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Nevada.




Darchuck Stewart Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Darchuck Stewart Capital Advisors: assets under management

The assets under management (AUM) of Darchuck Stewart Capital Advisors, LLC is $100.2 million. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.47 million in discretionary accounts and $27.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $426.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $894.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Darchuck Stewart Capital Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Monterey

The principal office where Darchuck Stewart Capital Advisors, LLC performs its advisory services is located at 30 Ragsdale Drive, Monterey, CA 93940, 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 (831) 324-0481 or by fax (831) 324-0505. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday.


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