# Directed Capital Advisors

> Directed Capital Advisors is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 162277
- Filed as: DIRECTED CAPITAL ADVISORS
- Legal name: Directed Capital Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Petersburg, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162277
- AdvisorCensus page: https://advisorcensus.com/firm/directed-capital-advisors-st-petersburg-fl-162277

## Quick answers

**How is Directed Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Directed Capital Advisors reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Directed Capital Advisors located?**
Directed Capital Advisors' principal office is in St. Petersburg, FL, according to its Form ADV.

**Is Directed Capital Advisors registered with the SEC or a state?**
Directed Capital Advisors is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 162277.

**How much does Directed Capital Advisors manage?**
Directed Capital Advisors reports $419,560,313 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Directed Capital Advisors' assets and staff changed since 2021?**
In the Form ADV data for Directed Capital Advisors: Regulatory assets under management: $329,363,406 in the October 2021 data and $419,560,313 in the October 2026 data, up 27%. Total employees: 30 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Directed Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Directed Capital Advisors 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/162277

**What changed in Directed Capital Advisors' recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $419,560,313
- Discretionary: $419,560,313
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $419,560,313 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 35 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directedcapital.com
- LinkedIn @directedcapital_2001

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $329,363,406 | 30 | June 30, 2021 |
| October 2022 | $315,485,283 | 30 | March 31, 2022 |
| October 2023 | $313,462,490 | 30 | June 15, 2023 |
| October 2024 | $363,939,207 | 40 | June 25, 2024 |
| October 2025 | $395,894,147 | 35 | April 29, 2025 |
| October 2026 | $419,560,313 | 35 | March 31, 2026 |

Regulatory assets under management: $329,363,406 in the October 2021 data and $419,560,313 in the October 2026 data, up 27%.
Total employees: 30 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Directed Capital Advisors (CRD 162277): Form ADV filing data as of October 2026.