Diesslin Group, Inc.

RIASEC Registered
Total AUM
$696M
Discretionary
$643M
92% of AUM
Avg account
$623K
Accounts
1,117
Employees
12
Advisory reps
7

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 (SEC-registered in 1988) that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a blend of financial planning and portfolio management across individual accounts and pooled investment vehicles. Its advisory services include selecting third-party managers and sponsoring or acting as general partner/managing member for pooled vehicles. Fee arrangements are varied and include AUM-based fees, hourly and fixed fees, and performance-based structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 16%, Private Funds 10%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%, Other 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities16%
  • Private Funds10%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Shawn Gray

    Shawn Gray

    Principal, Chief Compliance Officer, Chief Technology OfficerCRD 5906220

  • Mark Michel

    Mark Michel

    Chief Investment OfficerCRD 7471882

Contacts

3 of 5
  • Norman Farr

    Norman Farr

    Principal, Managing Director, Relationship ManagerCRD 854292

  • Scott Reasor

    Scott Reasor

    Relationship ManagerCRD 4571158

  • Luke Hockett

    Luke Hockett

    Portfolio ManagerCRD 7597803

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$205M in ETFs

Passive

85%

$174M

Active

15%

$31M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$41.2M55,70520.08%
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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
425 Houston St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth