Diamond Equity Advisors

Overview

Diamond Equity Advisors is an independent wealth advisory firm organized as a limited liability company that serves individual and family clients. The adviser provides financial planning, portfolio management for individuals and small businesses, and produces client-facing publications and educational seminars. Its fee offerings include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm is state-registered in Louisiana and Ohio and reports ownership split between a domestic entity and an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices