D'arcy Capital Management, LLC

D’Arcy Capital Management LLC is a registered investment advisor based in San Diego, California, established in 2011. The firm specializes in providing personalized investment advisory services, financial planning, and asset management. Their primary services include comprehensive financial plans and continuous supervision over client accounts, utilizing a "core and satellite" approach to asset allocation. The firm's investment strategies focus on a long-term approach, utilizing fundamental analysis to evaluate securities. Clients have the option to impose restrictions on their accounts, and the firm manages client assets totaling $139,589,433 as of December 31, 2022, on a discretionary basis. For financial planning services, fees can be charged on a fixed or hourly basis, with hourly fees at $250 per hour. Asset management services are billed based on a percentage of assets under management, ranging from 1.50% to 0.80% depending on the account value. The firm does not receive performance-based fees and does not compensate for client referrals. D’Arcy Capital Management LLC recommends maintaining assets at Fidelity for access to institutional trading and custody services. The firm has established a Code of Ethics and provides full disclosure of all material facts and conflicts of interest to clients. Client privacy is protected, and personal information is held in strict confidence, with access restricted to authorized employees only.