Diamond Trail Capital Management

Overview

Diamond Trail Capital Management is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and combines financial planning with discretionary portfolio management for individuals, small businesses and business/institutional clients. Their filings identify insurance brokerage as a parallel business activity, which suggests they integrate insurance solutions alongside investment advice. Investment positioning is centered on public funds and mutual funds rather than direct securities trading or private capital allocation. The adviser does not act as a capital allocator to third‑party alternative fund managers and is not listed as an active ESG investor. Given the firm’s size and client profile, the investment approach is consistent with model-driven, mutual fund–centric portfolios designed for fee-based wealth management and planning relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices