Diversify Advisory Services, LLC

Overview

Diversify Advisory Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm identifies as a capital allocator serving both individual and family clients as well as institutional mandates. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutional entities, and selection of outside managers. Fee arrangements are a mix of percentage-of-AUM, hourly charges and fixed fees. The firm reports affiliations that extend beyond pure advisory work — including broker-dealer relationships, insurance company ties, other investment adviser arrangements and roles as sponsor/GP/managing member of pooled investment vehicles. The firm does not report itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices