Diversifi Capital LLC

RIASEC Registered

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 registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. Organized as a corporation and owned by an individual, the firm provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It also performs manager selection for external advisers and runs educational seminars and workshops. Diversifi acts in sponsor/GP/managing member roles for pooled vehicles and charges a mix of fee types — percentage of AUM, hourly and fixed fees, and performance‑based fees. The firm does not position itself as an active ESG investor.