Diversifi Capital LLC

RIASEC RegisteredEst. 2021

Total AUM

$671M

Discretionary

$671M

100% of AUM

Avg account

$695K

Accounts

966

Employees

Advisory reps

Firm details

Headquarters: LOS ALTOS, California
CRD number: 242788
Registered since: June 3, 2021
Website: diversificapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI93.05%
Pooled Investment Vehicles3.84%
Individuals2.75%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Diversifi Capital LLC is an independent, SEC-registered advisory firm (registered in 2021) that describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals/small businesses and pooled investment vehicles, selection of other advisers, and educational seminars/workshops. It also sponsors and serves as general partner/managing member for pooled vehicles, indicating an active role in originating and operating private funds. Ownership is individual and the firm charges various fee types: percentage of AUM, hourly and fixed fees, and performance-based fees. Diversifi Capital does not identify as an active ESG investor.