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DIVERSIFI CAPITAL INC
CRD 242788File 801-121391
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$671.4M
Above cohort median (national)
Discretionary AUM
$671.4M
Non-discretionary $21K
Clients
277
966 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 3, 2021
- Principal office
- 4546 EL CAMINO REAL B10, #1013, LOS ALTOS, CA, 94022
- Phone
- 650-632-5667
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $671.4M
- Discretionary AUM
- $671.4M
- Non-discretionary AUM
- $21K
- Discretionary accounts
- 964
- Non-discretionary accounts
- 2
- Total accounts
- 966
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 223 | $624.7M |
| Pooled investment vehicles | 12 | $25.8M |
| Individuals (other than high net worth individuals) | 41 | $18.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- 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 |
|---|---|---|---|
| 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.