Directed Capital Advisors
Directed Capital Advisors is an SEC-registered asset manager in St. Petersburg, FL with $419.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Directed Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162277, SEC 801-78032, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $419.6M (2026-03-31)
- Firm type
- Asset Manager
- Location
- St. Petersburg, FL
- Employees
- 35
- Clients
- 3
- CRD
- 162277
- Ownership
- DIRECTED CAPITAL RESOURCES, LLC; MOENCH, CHRISTOPHER, SCOTT; SAVAGE, JOHN, WALLACE; AMES, STACY, JANE; AMANO, LANCE, BRYAN
How much AUM does Directed Capital Advisors have?
Directed Capital Advisors reported $419.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Directed Capital Advisors?
Disclosed owners and executives of Directed Capital Advisors include DIRECTED CAPITAL RESOURCES, LLC, MOENCH, CHRISTOPHER, SCOTT, SAVAGE, JOHN, WALLACE, AMES, STACY, JANE, AMANO, LANCE, BRYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.