SAN DIEGO, CACRD 156264Latest ADV February 20, 2026
D'Arcy Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 20, 2026, reports $226M in regulatory assets under management, 4 employees, and 313 accounts.
Assets Under Management
$226M
Employees
4
Offices
--
Total Clients
106
Primary office
SAN DIEGO, CA
12625 HIGH BLUFF DRIVE, SUITE 314, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
62
2
HNWI
35.8%
38
3
Corporations
5.7%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of February 20, 2026
Discretionary100.0%
$226M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$226M
Total Accounts313
10Y AUM Change+$99M (+78.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.