Darren Crume

Employer firm

Granite Capital Wealth Management LLC CRD 307670

$30.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 10/2018
  South Coast Investment Advisors, Llc
  Newport Beach, CA
• 10/2018 → 10/2019
  Claraphi Advisory Network
  Laguna Hills, CA
• 05/2019 → Present
  Marathon Capital Management
  Huntington Beach, CA
• 09/2022 → Present
  Granite Capital Wealth Management Llc
  Huntington Beach, CA

Previous Registrations

• 2018-10-09 → 2019-10-11
  Claraphi Advisory Network, Llc
  Newport Beach, CA
  Aliso Viejo, CA
• 2016-01-12 → 2018-10-05
  Independent Financial Group, Llc
  San Clemente, CA

Other Businesses

REAL ESTATE BROKER; CURRENTLY SPENDS NO TIME TO THIS ACTIVITY AS HE DOES NOT ACTIVELY USE HIS LICENSE. GRANITE CAPITAL WEALTH MANAGEMENT LLC; INVESTMENT RELATED; SAME OFFICE ADDRESS IN HUNTINGTON BEACH, CA; SPENDS 80 HOUR PER MONTH DURING TRADING; INVESTMENT ADVISORY SERVICES AND OPERATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-12