DIAMOND CLIENT GROUP, LLC

RIASEC RegisteredEst. 2025

Total AUM

$186M

Discretionary

$99.8M

54% of AUM

Avg account

$260K

Accounts

714

Employees

Advisory reps

Firm details

Headquarters: THE WOODLANDS, Texas
CRD number: 310570
Registered since: April 4, 2025
Website: diamondclientgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.09%
Corporations / Businesses23.51%
Individuals9.82%
Other Investment Advisers3.36%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Diamond Client Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and bills clients through asset-based fees alongside hourly and fixed-fee arrangements. Advisory services center on financial planning, portfolio management for individuals and small businesses, and educational workshops. Diamond does not identify as an active ESG investor and is not registered as a multi-state adviser. Its public filings indicate affiliations that include activity as an investment adviser and accountant, and roles as sponsor, general partner, or managing member of pooled investment vehicles.