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DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261File 801-70541
APPROVED
Retail clients
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$585.9M
Above cohort median (national)
Discretionary AUM
$578.3M
Non-discretionary $7.6M
Clients
641
846 accounts
Employees
3
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 11, 2009
- Principal office
- 14323 SOUTH OUTER FORTY RD, SUITE 210 SOUTH, TOWN AND COUNTRY, MO, 63017
- Phone
- 800-307-0376
- Website
- HTTP://WWW.DIVERSIFIEDFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $585.9M
- Discretionary AUM
- $578.3M
- Non-discretionary AUM
- $7.6M
- Discretionary accounts
- 843
- Non-discretionary accounts
- 3
- Total accounts
- 846
- AUM per client
- $914K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $74.9M |
| Pension and profit sharing plans | 131 | $386.4M |
| Individuals (other than high net worth individuals) | 475 | $124.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 622 | 641 | increased by19 |
| Apr 1, 2026 | AUM | $512,193,017 | $585,889,856 | increased by$73,696,839 |
| Apr 1, 2026 | Accounts | 860 | 846 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 3 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 574 | 622 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,286,058 | $512,193,017 | increased by$52,906,959 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 794 | 860 | increased by66 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 456 | 574 | increased by118 |
| Apr 1, 2022 | AUM | $414,099,066 | $459,286,058 | increased by$45,186,992 |
| Apr 1, 2022 | Accounts | 651 | 794 | increased by143 |
| 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 “DIVERSIFIED FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFIED FINANCIAL” 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.