# D'Arcy Capital Management, LLC

> D'Arcy Capital Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 156264
- Filed as: D'ARCY CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156264
- AdvisorCensus page: https://advisorcensus.com/firm/d-arcy-capital-management-llc-san-diego-ca-156264

## Quick answers

**How is D'Arcy Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), D'Arcy Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does D'Arcy Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 20, 2026 states: Hourly rate: $250 an hour (consultation services); Flat fee: up to $5,000 (consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is D'Arcy Capital Management, LLC located?**
D'Arcy Capital Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is D'Arcy Capital Management, LLC registered with the SEC or a state?**
D'Arcy Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 156264.

**How much does D'Arcy Capital Management, LLC manage?**
D'Arcy Capital Management, LLC reports $225,614,935 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have D'Arcy Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for D'Arcy Capital Management, LLC: Regulatory assets under management: $126,741,596 in the October 2021 data and $225,614,935 in the October 2026 data, up 78%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does D'Arcy Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (38); corporations or other businesses not listed above (6).

**Which custodians does D'Arcy Capital Management, LLC use?**
D'Arcy Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does D'Arcy Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156264

**What changed in D'Arcy Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $178,589,007 to $225,614,935 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Hourly rate: $250 an hour (consultation services)

> Fees for consultation services are billed on either an hourly or fixed fee basis. Hourly fees are billed at a non-negotiable rate of $250 per hour.

- Flat fee: up to $5,000 (consultation services)

> Fixed fees will generally not exceed $5,000 and are negotiable based on the actual services provided. One-time consultations are billed at the conclusion of the consultations.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $225,614,935
- Discretionary: $225,614,935
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $17,143,729 |
| High net worth individuals | 38 | $195,737,383 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,696,923 |
| Charitable organizations | Fewer than 5 | $944,417 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $5,092,483 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- darcycapital.com
- LinkedIn @d'arcy-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $126,741,596 | 2 | February 8, 2021 |
| October 2022 | $146,113,613 | 3 | March 22, 2022 |
| October 2023 | $139,589,433 | 2 | March 7, 2023 |
| October 2024 | $159,283,862 | 3 | February 22, 2024 |
| October 2025 | $178,589,007 | 4 | March 7, 2025 |
| October 2026 | $225,614,935 | 4 | February 20, 2026 |

Regulatory assets under management: $126,741,596 in the October 2021 data and $225,614,935 in the October 2026 data, up 78%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $178,589,007 to $225,614,935 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D'Arcy Capital Management, LLC (CRD 156264): Form ADV filing data as of October 2026.