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 a limited liability company operating as an independent registered investment adviser. The firm is SEC-registered, with registration recorded in 2026, and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements noted include assets-under-management fees, hourly charges and fixed-fee engagements. The firm reports being an active ESG investor and lists industry ties to accounting and insurance professionals.
Assets & Accounts
Public Holdings
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
- 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
Tyler Dawson
Partner, Private Wealth AdvisorCRD 4502408
Seth Fulton
PartnerCRD 6027031
Ryan Gerardy
Lead Wealth AdvisorCRD 6071120
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
Polson Wealth Management
RIADes Moines, IA
Keystone Wealth Management
RIAWaterloo, IA