Private fund adviser · St. Petersburg, FL
Directed Capital Advisors
Directed Capital Advisors, LLC · SEC-registered investment adviser · CRD 162277 · SEC 801-78032
At a glance
Directed Capital Advisors is an SEC-registered investment adviser based in St. Petersburg, Florida, with $420 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,240th of 4,686 private fund advisers and 8,570th of 17,210 SEC-registered advisers by assets.
Main office 727-341-8380directedcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $420M
- Rank among private fund advisers
- #3,240 of 4,686
- Rank among all SEC RIAs
- #8,570 of 17,210
- Rank in Florida
- #467 of 1,090
- Clients
- 3
- Accounts
- 3
- Discretionary
- 100% of AUM
- Employees
- 35
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Christopher S. MoenchChief Compliance Officer
- John W. SavageSenior Vice President
- Michael P. McGinnExecutive Vice President
- Joseph C. ChildsChief Operating Officer
- Deeann KronenwetterSenior Vice President
Custody and brokerage
Custodian
Directed Capital Advisors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 3 | $420M | 100% |
Private funds
Directed Capital Advisors reports 2 private funds with $140M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Directed Capital Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗directedcapital.com ↗
AtlasMembers
The full record on Directed Capital Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,243 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Directed Capital Advisors manage?
Directed Capital Advisors reports $420 million in regulatory assets under management across 3 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Directed Capital Advisors?
Directed Capital Advisors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
Who are Directed Capital Advisors’s clients?
By assets, its largest client types are pooled investment vehicles ($420 million, 3 clients).
Does Directed Capital Advisors manage private funds?
Yes. It reports 2 private funds with $140 million in gross assets, including real estate funds.
Does Directed Capital Advisors have any disciplinary history?
Directed Capital Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Directed Capital Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →