Van Diest Capital
Firm details
- Headquarters
- Polk City, Iowa
- CRD number
- 334743
- Registered since
- March 4, 2026
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.86%
- Individuals34.39%
- Pension & Profit Sharing Plans2.58%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Van Diest Capital is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional participants, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm identifies as an active ESG investor and lists industry relationships with an accountant and an insurance company.
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 Equities55%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Bryce Littler
Partner, CFOCRD 7363969
Contacts
3 of 7
James Van Diest
PartnerCRD 6978124
Ryan Gerardy
Lead Wealth AdvisorCRD 6071120
Benjamin Rasmussen
Wealth AdvisorCRD 7330358
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$53.6M in ETFs
81%
$43.4M
17%
$10.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US GROWTH ETF (IUSG) | BlackRock | Passive | Large Growth | $4.1M | 21,804 | 7.66% |
Location
Polk City, IA
Polk
Location
Polk City, IA
Headquartered in Polk City, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 302 W Broadway
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lane Family Wealth Management
RIANorth Liberty, IA
The Life Group Financial Services
RIADubuque, IA
Plan2thrive Financial
RIAEldridge, IA
Tuve Investment Management, Inc.
RIAWaterloo, IA
Keystone Wealth Management
RIAWaterloo, IA
Forrest Financial Services
RIAWindsor Heights, IA