# Duran Capital Management, LLC

> Duran Capital Management, LLC is a state-registered investment advisory firm in Santa Barbara, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 321779
- Filed as: DURAN CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321779
- AdvisorCensus page: https://advisorcensus.com/firm/duran-capital-management-llc-santa-barbara-ca-321779

## Quick answers

**How is Duran Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Duran Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Duran Capital Management, LLC located?**
Duran Capital Management, LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Duran Capital Management, LLC registered with the SEC or a state?**
Duran Capital Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321779.

**How much does Duran Capital Management, LLC manage?**
Duran Capital Management, LLC reports $45,382,064 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Duran Capital Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Duran Capital Management, LLC: Regulatory assets under management: $20,543,524 in the October 2022 data and $45,382,064 in the October 2026 data, up 121%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Duran Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (9); charitable organizations (2).

**Does Duran 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321779

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,382,064
- Discretionary: $45,382,064
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $24,948,064 |
| High net worth individuals | 9 | $18,184,000 |
| Charitable organizations | 2 | $2,250,000 |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- durancapitalmanagement.com
- Instagram @duran_capital_management
- LinkedIn @jacqueline-duran-3606a028

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $20,543,524 | 1 | September 29, 2022 |
| October 2026 | $45,382,064 | 1 | February 9, 2026 |

Regulatory assets under management: $20,543,524 in the October 2022 data and $45,382,064 in the October 2026 data, up 121%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Duran Capital Management, LLC (CRD 321779): Form ADV filing data as of October 2026.