Dragus Capital provides portfolio management for individuals and small businesses and estate planning.
Dragus Capital reports 86 clients. They include 80 high-net-worth individuals and 6 individual clients. Of its assets, 87.9% ($199M across 104 accounts) are managed with discretion; $27.3M across 4 accounts are not. Of its clients, 83% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 7% | <1% |
| High-net-worth individuals | 93% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $762K | 0.3% | $127K |
| High-net-worth individuals | 80 | $225M | 99.7% | $2.81M |
| Total | 86 | $226M | 100% | $2.63M |
- Clients
- 6
- Regulatory AUM
- $762K
- AUM share
- 0.3%
- Avg. per client
- $127K
- Clients
- 80
- Regulatory AUM
- $225M
- AUM share
- 99.7%
- Avg. per client
- $2.81M
Total
- Clients
- 86
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- $2.63M
- Clients outside the U.S.
- 83%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Dragus Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Wealth Planning and Consulting
- Wealth planning and consulting are billed at $250 an hour; annual maintenance of an entity structure is a fixed fee of up to $3,000.
Jorge Sanchez owns 25% to 50% of Dragus Capital. The leadership team of Dragus Capital includes Chief Investment Officer Andres Sanchez Diez and Chief Compliance Officer Adriana Gutierrez. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 25% to 50% of Dragus Capital, LLC
Jorge Sanchez
Control person · since August 2011
- Owns 25% to 50% of Dragus Capital, LLC
Antonio Polegre
since June 2019
- Owns 10% to 25% of Dragus Capital, LLC
Francisco Madariaga
since August 2011
- Owns 10% to 25% of Dragus Capital, LLC
Alhambra Limited
since December 2020
- Owns 75% or more of Alhambra Limited
The Alhambra Trust
Control person · since December 2020
Belmont Capital Ventures Inc.
Trustee · Control person · since December 2020
Dragus Capital’s regulatory assets grew from $210M (March 2021) to $226M (March 2026); clients were 86 in both filings and employees rose from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $226M | 86 | 5 | 1 |
| Mar 2025March 2025 | $209M | 82 | 5 | 1 |
| Mar 2024March 2024 | $210M | 84 | 5 | 1 |
| Mar 2023March 2023 | $170M | 74 | 5 | 1 |
| Mar 2022March 2022 | $207M | 78 | 5 | 1 |
| Mar 2021March 2021 | $210M | 85 | 2 | 1 |
Besides its headquarters, Dragus Capital has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2121 Ponce De Leon Boulevard, Suite 720, Coral GablesHQ
Contact and registration details
- Legal name
- Dragus Capital, LLC
- Headquarters
- 2121 Ponce De Leon Boulevard, Suite 720, Coral Gables, FL 33134
- Website
- draguscapital.com
- Phone
- 786-477-5777
- SEC file
- 801-72521
- Founded
- 2011
- Structure
- Florida LLC
- Fiscal year end
- December
Dragus Capital’s named custodians for separately managed accounts are Banco Sabadell Miami Branch ($134M, 65%), Merrill Lynch ($50.8M, 25%) and Banco Santander International Sa ($21.5M, 10%). Dragus Capital does not have custody of client assets.
- Merrill LynchMerrill Lynch · Miami, FL · $50.8M25%
- Banco Sabadell Miami BranchBanco Sabadell Miami Branch · Miami, FL · $134M65%
- Banco Santander International SaBanco Santander International Sa · Geneve · $21.5M10%
At year end, Dragus Capital’s separately managed accounts were mostly in bonds (75%) and funds (12%).
What the accounts hold
- Stocks6%
- Funds12%
- Bonds75%
- Investment grade corporate bonds58%
- High-yield corporate bonds8%
- U.S. government and agency bonds7%
- Sovereign bonds2%
- Cash3%
- Other4%
- Mutual funds4%
How many clients does Dragus Capital have?
Dragus Capital has 86 clients and manages $226 million for them, as of March 2026. They include 80 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Dragus Capital offer?
Dragus Capital provides portfolio management for individuals and small businesses and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Dragus Capital use?
Dragus Capital’s separately managed account assets are held at Banco Sabadell Miami Branch (Miami, FL), with $134M, Merrill Lynch (Miami, FL), with $50.8M and Banco Santander International Sa (Geneve), with $21.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Dragus Capital have?
Dragus Capital has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dragus Capital invest in?
At the end of its last fiscal year, Dragus Capital’s separately managed accounts held 58% investment grade corporate bonds, 12% registered funds (mutual funds, ETFs, BDCs), 8% high-yield corporate bonds, 7% U.S. government and agency bonds, 6% exchange-traded equities, 4% other, 3% cash and equivalents and 2% sovereign bonds. The 4% other category is described as: Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dragus Capital?
Dragus Capital’s direct owners are Jorge Sanchez, Francisco Madariaga, Antonio Polegre and Alhambra Limited, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Dragus Capital get paid?
Dragus Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dragus Capital?
Dragus Capital’s main office is at 2121 Ponce De Leon Boulevard, Suite 720, Coral Gables, FL 33134. Its phone number is 786-477-5777. Its website is draguscapital.com.