Diegelman Capital Advisors

Overview

Diegelman Capital Advisors is an independent, privately owned registered investment adviser organized as a corporation that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements are flexible, combining a percentage-of-assets model with hourly and fixed-fee engagements. The adviser does not present itself as an ESG-focused manager, is not a multi-state advisory network, and does not operate as a capital allocator or pension consultant. Services are oriented toward direct client advice rather than running pooled investment vehicles or serving institutional plan sponsors.

Assets & Accounts

Investments & Alternatives