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| Keyboard |
| Diamond Client Group LLC
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|---|---|
| CRD # | 310570 |
| SEC # | 801-132329 |
| CIK # | |
| AUM | 185.8 M (2026-03-21) |
| Employees | 11 (100% Investors, 18% Brokers) |
| Phone | 832-319-1555 |
| Address | 9595 Six Pines Drive The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 18.2 |
| (b) Individuals (high net worth individuals) | 180 | 117.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 19 | 6.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 43.7 |
| (n) Other | 0 | 0.0 |
| Total | 714 | 185.8 |
| By Discretionary | ||
| Discretionary | 529 | 99.8 |
| Non-Discretionary | 185 | 86.0 |
| Total | 714 | 185.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.8 | |
| Total | 714 | 185.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Retail, Research |
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