Diversified Capital Corp.
RIASEC Registered
Total AUM
$20.4M
Discretionary
$20.4M
100% of AUM
Avg account
$4.1M
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 10536
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI93.68%
- Individuals6.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Diversified Capital Corp. is an independent, owner-managed registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management (and other fee arrangements). The adviser reports discretionary management and does not position itself as an ESG investor, a pension consultant, or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities3%
- Exchange Traded Equities2%
- State & Local Bonds2%
Contacts
1 of 1
Gary Yarus
Director, PresidentCRD 723596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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