Diversifi Capital LLC

RIASEC RegisteredEst. 2021

Total AUM

$671M

Discretionary

$671M

100% of AUM

Avg account

$695K

Accounts

966

Employees

Advisory reps

Firm details

Headquarters: Los Altos, California
CRD number: 242788
Registered since: June 3, 2021
Website: diversificapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI93.05%
Pooled Investment Vehicles3.84%
Individuals2.75%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Diversifi Capital LLC is an independent registered investment adviser that began SEC registration in 2021 and is individually owned. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that both selects external managers and sponsors/operates pooled vehicles. Its advisory capabilities include comprehensive financial planning, discretionary portfolio management for individuals and for pooled investment vehicles, manager selection, and educational workshops. Fee arrangements are flexible: percentage-of-AUM, hourly and fixed fees, and performance-based fees are all used. Diversifi does not self-identify as an active ESG investor and is not registered as a multi-state adviser.