Diversified Capital Corp.
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
FINTRXOverview
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
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 1Gary Yarus
Director, PresidentCRD 723596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
EFS Wealth Management LLC
RIAColumbus, OH
Pacific Spirit Investments LP
RIALa Jolla, CA
Afrasiab Wealth Solutions, LLC
RIAAndrews Wealth Management, LLC
RIAUniontown, OH
Golden Guidance LLC
RIAStock Plan Advisory Group LLC
RIAAlexandria, VA