Stewart Darrell

Employer firm

Darrell Capital Management, LLC CRD 310324

$100M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2016 → 07/2020
  Harris Financial Advisors, Inc.
  Torrance, CA
• 08/2020 → Present
  Darrell Capital Management, Llc
  Rolling Hills Estates, CA

Previous Registrations

• 2016-05-03 → 2020-08-14
  Harris Financial Advisors, Inc.
  Palos Verdes Estates, CA
• 2014-08-05 → 2016-04-27
  Delphi Private Advisors
  San Diego, CA
  San Diego, CA
• 2011-12-23 → 2014-07-31
  Gfo Advisory Services, Llc
  Costa Mesa, CA
• 2005-10-31 → 2012-01-20
  Darrell & King, Investment Counsel, Llc
  Charlottesville, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-28

Designations

• Chartered Financial Analyst