DILIGENT INVESTORS, LLC

CRD 158708File 801-72643

APPROVED

Retail clients

Custody

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$663.1M

Above cohort median (national)

Discretionary AUM

$663.1M

Clients

884

2,110 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 19, 2011
Principal office: 1447 FORD STREET, SUITE 200, REDLANDS, CA, 92374
Phone: (909) 792-2894
Website: HTTP://WWW.DILIGENTINVESTORSLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $663.1M
Discretionary AUM: $663.1M
Non-discretionary AUM: $0
Discretionary accounts: 2,110
Non-discretionary accounts: 0
Total accounts: 2,110
AUM per client: $750K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$38.6M
Charitable organizations	11	$30.3M
High net worth individuals	188	$386.5M
Pension and profit sharing plans	94	$84.8M
Individuals (other than high net worth individuals)	573	$122.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.