DC
DC

Darren Crume

10 Years of Experience
Huntington Beach, CA

Darren Crume is a registered investment advisor at Granite Capital Wealth Management LLC, based in Huntington Beach, CA, with 10 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$667K average
Assets Under Management
$30.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Granite Capital Wealth Management (GCWM) offers two investment management fee structures:

  • "The Keystone" Options Income Strategy: 2.98% of your portfolio per year, billed quarterly. This strategy has a $500,000 minimum initial investment.
  • Custom-Tailored Portfolio with Performance Fee: 1.50% base management fee per year, billed quarterly in advance, plus an annual performance fee equal to 15% of the net returns of the account.
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Location

Huntington Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Darren is a licensed real estate broker, though he currently does not actively use his license. He spends about half his time providing investment advisory services and operations for Granite Capital Wealth Management LLC.

Employment History
Current Registrations
Granite Capital Wealth Management LLC
September 2022 - Present · 3 yrs 8 mos
Marathon Capital Management, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Claraphi Advisory Network, LLC
October 2018 - October 2019 · 1 yr
Independent Financial Group, LLC
January 2016 - October 2018 · 2 yrs 9 mos
Independent Financial Group, LLCBroker
November 2015 - October 2018 · 2 yrs 11 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.