Diversified Capital Corp.

RIASEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
100% of AUM
Avg account
$319K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
10536
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Other
Client types
  • HNWI93.66%
  • Individuals6.34%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Diversified Capital Corp. is an independently owned corporation that advises individual and family clients, focusing on portfolio management for individuals and small businesses. The firm charges fees tied to assets under management (and some other fee arrangements) and does not present itself as a multi-state adviser, pension consultant, or active ESG investor. Filings classify the firm as unclassified and indicate it is not a capital allocator; its business activity centers on discretionary portfolio management for a small client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 3%, Exchange Traded Equities 2%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%86%
  • Public Funds/Mutual Funds86%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities3%
  • Exchange Traded Equities2%
  • State & Local Bonds2%

Contacts

1 of 1
  • Gary Yarus

    Gary Yarus

    Director, PresidentCRD 723596

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth