# Darda Financial

> Darda Financial is a state-registered investment advisory firm in Winston-Salem, NC, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 130230
- Filed as: DARDA FINANCIAL
- Legal name: Darda Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winston-Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130230
- AdvisorCensus page: https://advisorcensus.com/firm/darda-financial-winston-salem-nc-130230

## Quick answers

**How is Darda Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Darda Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Darda Financial located?**
Darda Financial's principal office is in Winston-Salem, NC, according to its Form ADV.

**Is Darda Financial registered with the SEC or a state?**
Darda Financial is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 130230.

**How much does Darda Financial manage?**
Darda Financial reports $29,598,063 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Darda Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (245); high net worth individuals (12); corporations or other businesses not listed above (1).

**Does Darda Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130230

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,598,063
- Discretionary: $29,598,063
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 245 | $11,563,716 |
| High net worth individuals | 12 | $16,074,233 |
| Corporations or other businesses not listed above | 1 | $1,960,114 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dardafinancial.com
- dardawealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Darda Financial (CRD 130230): Form ADV filing data as of October 2026.