Darrell
Laing
Private Capital Management, LLC
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About this Advisor
Darrell Laing is a certified financial planner and chartered financial consultant based in Denver, Colorado with 5 years of industry experience. Laing is currently employed by Private Capital Management, LLC. Throughout their career, Laing has worked at Schwab Private Client Investment Advisory, Inc, Wagner Wealth Management, Private Capital Management and Charles Schwab & Co., Inc. Laing maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Arizona, California, Colorado, Illinois, Texas and Washington. Private Capital Management, LLC is a financial advisory firm that has its headquarters in Denver, CO. It has offices in four locations and a total of 24 employees. It handles $2 billion in total assets between its 2,929 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to eight charitable organizations. Of its 2,929 customer accounts, 58% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Private Capital Management, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. However, fees billed by Private Capital Management, LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Capital Management, LLC Brokerage Details
$1,500,563,148
24
2,929
$512,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Darrell Laing Work History
Darrell has been registered as a financial advisor for 5 years.*
Private Capital Management
Wagner Wealth Management
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darrell Laing to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Capital Management, LLC
Denver, CO
Denver, CO
Dallas, TX
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
