Diesslin Group, Inc.
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 110557
- Registered since
- April 28, 1988
- Website
- diesslin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.22%
- Individuals7.61%
- Charitable Organizations5.73%
- Banking / Thrift Institutions0.38%
- Pooled Investment Vehicles0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Diesslin Group, Inc. is an independent registered investment adviser that has been operating since 1988 and is owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, and positions itself as a capital allocator that combines discretionary portfolio management with financial planning and adviser-selection services. Its advisory mandate spans separately managed accounts and pooled investment vehicles; the firm also sponsors and serves as a general partner/managing member for pooled products it organizes. Fee arrangements include AUM-based fees alongside hourly, fixed-fee, and performance-based structures, reflecting flexibility for different client needs and for the firm’s fund-management activities. Diesslin Group is not organized as a multi-state adviser for SEC reporting purposes and it does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities16%
- Private Funds10%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Shawn Gray
Principal, Chief Compliance Officer, Chief Technology OfficerCRD 5906220

Mark Michel
Chief Investment OfficerCRD 7471882
Contacts
3 of 5
Norman Farr
Principal, Managing Director, Relationship ManagerCRD 854292

Scott Reasor
Relationship ManagerCRD 4571158

Luke Hockett
Portfolio ManagerCRD 7597803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$415M in ETFs
85%
$353M
15%
$62.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $42.9M | 197,031 | 10.35% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 425 Houston St
- Time zone
- CT (UTC-6)
- Office locations
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