Diversified Capital Group
RIAState Registered
Total AUM
$36.8M
Discretionary
$36.8M
100% of AUM
Avg account
$214K
Accounts
172
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 144648
- Website
- divcapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.11%
- HNWI42.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Diversified Capital Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base described as individuals and families. Its fee model is a percentage of assets under management. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not market itself as a capital allocator or pension consultant.
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
- Exchange Traded Equities63%
- Cash & Cash Equivalents13%
- US Government Bonds12%
- Investment Grade Corp Bonds12%
Owners & executives
FINTRXContacts
FINTRXWealth 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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