Diegelman Capital Advisors

Overview

Diegelman Capital Advisors is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients as well as small businesses, delivering financial planning and portfolio management services. Their client-facing model supports both ongoing percentage-of-assets advisory fees and alternative billing arrangements, including hourly and fixed fees, which suits clients seeking either ongoing management or project-based planning work. Investment activity centers on discretionary management of modest-sized portfolios, with a clear preference for pooled public funds as the backbone of client portfolios. The firm is not positioned as a capital allocator to venture-style managers, does not classify itself as an active ESG investor, and does not operate as a multi-state adviser or pension consultant. For a boutique practice, the emphasis appears to be straightforward portfolio construction and planning rather than complex institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices