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Darrell Eugene Laing

CFP®, ChFC®
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT
Denver, CO
·CRD# 2285715·34 years experience

Professional Summary

Darrell Eugene Laing, CFP®, ChFC® is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Denver, Colorado. Darrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Darrell has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 8 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2008
ChFC®
Chartered Financial Consultant

Years of Experience

34 years in the financial services industry

Current & Past Employments

Current

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCCurrent·CRD# 165306
RIA
1331 17th Street Ste 200, Denver, CO 80202
March 27, 2018 - Present

Past

WAGNER WEALTH MANAGEMENT, LLCPast·CRD# 109937
RIA
Denver, CO
October 16, 2013 - March 21, 2018
SCHWAB WEALTH ADVISORY, INC.Past·CRD# 159035
RIA
Englewood, CO
January 3, 2012 - October 15, 2013
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
BD
Englewood, CO
March 3, 1993 - October 14, 2013
CHARLES SCHWAB & CO., INC.Past·CRD# 5393
RIA
Englewood, CO
January 3, 2006 - December 31, 2011
CHATFIELD DEAN & CO., INC.Past·CRD# 14714
BD
Greenwood Village, CO
November 20, 1992 - December 18, 1992

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Current Firm

SP
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

GUARANTY BANK AND TRUST COMPANY | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | SOUTHSTATE ADVISORY | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | MINIS & COMPANY

CRD#: 165306 / SEC#: 801-77650
RIA
Registered Investment Advisory firm - SEC (2/28/2013 Approved)

Contact Information

Main Address

520 Gervais Street, Columbia, SC 29201

Phone Number

(803) 231-3492

# of Employees

38

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2026- OTHER-THAN-ANNUAL (7/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,583

AUM (Assets Under Management)

$4,956,973,083

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/21/2026Cover PageReport
07/29/2025Cover PageReport
12/26/2024Cover PageReport
01/29/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

GUARANTY BANK AND TRUST COMPANY | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | SOUTHSTATE ADVISORY | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | MINIS & COMPANY

CRD#: 165306 / SEC#: 801-77650
RIA
Registered Investment Advisory firm - SEC (2/28/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(4/22/2019)
IAR
California
(3/27/2018)
IAR
Colorado
(3/27/2018)
IAR
Illinois
(3/27/2018)
IAR
Texas
(3/27/2018)
IAR
Washington
(3/27/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1992About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Nov 1992About the Series 7 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Nov 1994

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CRS (Client Relationship Summary) - RIA

Click below to view Darrell Eugene Laing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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