AdvisorRanked
95
Clean

DARWIN VENTURES, LLC

414 CHURCH STREET, SANDPOINT, ID 83864
Fiduciaryfee-onlySEC Registered
415-362-0648 HTTP://WWW.DARWINVC.COM CRD #157665
$908M
Assets Managed
3
Clients
4
Employees
14
Years Active
since 2012

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 14 years.

Firm Details

Legal NameDARWIN VENTURES, LLC
CRD Number#157665
SEC RegisteredYes
Registration Date2012-02-13
States RegisteredID
Assets Under Management$908M
Number of Clients3
Employees4
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is DARWIN VENTURES, LLC a fiduciary?

Yes. DARWIN VENTURES, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does DARWIN VENTURES, LLC charge clients?

DARWIN VENTURES, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does DARWIN VENTURES, LLC have any complaints?

No. DARWIN VENTURES, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 14 years of operation.

How does DARWIN VENTURES, LLC compare to other advisors in SANDPOINT?

DARWIN VENTURES, LLC has a Red Flag Score of 95/100. There are 2 registered advisory firms in SANDPOINT. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.