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DIESSLIN GROUP, INC.
CRD 110557File 801-31827
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$696.3M
Above cohort median (national)
Discretionary AUM
$642.6M
Non-discretionary $53.7M
Clients
286
1,117 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 28, 1988
- Principal office
- 425 HOUSTON STREET, SUITE 500, FORT WORTH, TX, 76102-7411
- Phone
- 817-332-6122
- Website
- https://WWW.DIESSLIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $696.3M
- Discretionary AUM
- $642.6M
- Non-discretionary AUM
- $53.7M
- Discretionary accounts
- 981
- Non-discretionary accounts
- 136
- Total accounts
- 1,117
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $39.9M |
| High net worth individuals | 147 | $600.4M |
| Pooled investment vehicles | 1 | $392K |
| Banking or thrift institutions | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 133 | $53.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 263 | 286 | increased by23 |
| Apr 1, 2026 | AUM | $621,330,033 | $696,317,975 | increased by$74,987,942 |
| Apr 1, 2026 | Accounts | 1,084 | 1,117 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 308 | 263 | decreased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $730,185,764 | $621,330,033 | decreased by$108,855,731 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,279 | 1,084 | decreased by195 |
| Sep 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2022 | Employees | 14 | 12 | decreased by2 |
| Apr 1, 2022 | Clients | 312 | 308 | decreased by4 |
| Apr 1, 2022 | AUM | $726,883,840 | $730,185,764 | increased by$3,301,924 |
| Apr 1, 2022 | Accounts | 1,380 | 1,279 | decreased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIESSLIN GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIESSLIN GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.