Darwin Asset Management, LLC
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Overview
Darwin Asset Management, LLC operates as a financial advisor firm that has its headquarters in Tampa, Florida. The company administers $927.5 million in assets under management across four client accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 2 financial advisors. Darwin Asset Management, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as equities, bonds and options.
Darwin Asset Management, LLC administers zero of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without needing client consent. The firm also administers four non-discretionary accounts with a total of $927.5 million in AUM. The advisory firm's average account size is $231.9 million. The typical advisor at Darwin Asset Management, LLC administers about two client accounts, placing it among the most individualized firms in the country.
Darwin Asset Management, LLC's headquarters is at 4601 West North A Street, Tampa, Florida 33609. The company is allowed to provide services to clients across 8 states, including Arizona, California, Colorado, Connecticut, Florida, Michigan, North Carolina and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Darwin Asset Management, LLC by the Numbers
$927.5 million
5
4
$231.9 million
Products and Services
Darwin Asset Management, LLC provides a number of services, which can include publication of newsletters, educational seminars and other services. It does not sell products or offer services apart from investment advisory services to its investment advisory clients. Darwin Asset Management, LLC is also affiliated with a number of other service providers in the financial services industry, including with an insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by the company may include some blend of the following fee types: asset-based or fixed. Darwin Asset Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Darwin Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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