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DIAMOND CLIENT GROUP, LLC
CRD 310570File 801-132329
APPROVED
Retail clients
Custody
Filing as of Mar 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.8M
Bottom 25% of cohort (national)
Discretionary AUM
$99.8M
Non-discretionary $86.0M
Clients
436
714 accounts
Employees
11
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 4, 2025
- Principal office
- 9595 SIX PINES DRIVE, SUITE 6200, THE WOODLANDS, TX, 77380
- Phone
- 832-319-1555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.8M
- Discretionary AUM
- $99.8M
- Non-discretionary AUM
- $86.0M
- Discretionary accounts
- 529
- Non-discretionary accounts
- 185
- Total accounts
- 714
- AUM per client
- $426K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $43.7M |
| Charitable organizations | 9 | $410K |
| Other investment advisers | 19 | $6.2M |
| High net worth individuals | 180 | $117.2M |
| Individuals (other than high net worth individuals) | 187 | $18.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- 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.