Overview
Assets Under Management: $186 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 180
Average Client Assets: $0.7 million
Frequently Asked Questions
DIAMOND CLIENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310570), DIAMOND CLIENT GROUP, LLC is subject to fiduciary duty under federal law.
DIAMOND CLIENT GROUP, LLC is headquartered in THE WOODLANDS, TX.
DIAMOND CLIENT GROUP, LLC serves 180 high-net-worth clients according to their SEC filing dated March 21, 2026. View client details ↓
According to their SEC Form ADV, DIAMOND CLIENT GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DIAMOND CLIENT GROUP, LLC manages $186 million in client assets according to their SEC filing dated March 21, 2026.
According to their SEC Form ADV, DIAMOND CLIENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.09%
Average Client Assets: $0.7 million
Total Client Accounts: 714
Discretionary Accounts: 529
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 310570
Filing ID: 2078916
Last Filing Date: 2026-03-21 16:01:29