Diversified Capital Group

Overview

Diversified Capital Group is a small, fee-based advisory firm that manages portfolios primarily for individual and family clients and small businesses. The firm runs discretionary equity-focused portfolios through a percentage-of-AUM fee model and concentrates on liquid, listed exposures while also accessing third-party alternative managers. Equities are the dominant allocation preference, and the practice emphasizes curated exposure to exchange-traded securities as the primary building blocks of client portfolios. Advisory activity centers on portfolio management for individuals and small businesses rather than institutional mandates or pension consulting. The firm is structured as a limited liability company with individual ownership and does not position itself as a multi-state or ESG-focused adviser. Custody and trade execution are handled through a single primary custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices