DIESSLIN GROUP, INC.

RIASEC RegisteredEst. 1988

Total AUM

$696M

Discretionary

$643M

92% of AUM

Avg account

$623K

Accounts

1,117

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 110557
Registered since: April 28, 1988
Website: diesslin.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI86.22%
Individuals7.61%
Charitable Organizations5.73%
Banking / Thrift Institutions0.38%
Pooled Investment Vehicles0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Diesslin Group, Inc. is an independent registered investment adviser that manages portfolios for high-net-worth individuals, families and institutional clients. The firm operates as a capital allocator and provides financial planning, direct portfolio management for individuals and pooled investment vehicles, and the selection of third‑party managers. Its fee mix is flexible, including percentage‑of‑AUM billing as well as fixed, hourly and performance‑based fee arrangements, allowing it to tailor compensation to client needs. Investment activity shows a clear preference for combining broadly diversified public market exposure with access to private market strategies. Public funds and mutual funds are a central building block of client portfolios, while the firm also sponsors and acts as GP/managing member of pooled investment vehicles, indicating an active role in placing capital into private funds and co‑investments. Diesslin Group, Inc. is not characterized as an ESG‑focused allocator and currently does not operate as a multi‑state adviser.