GAINESVILLE, FLCRD 154242Latest ADV April 17, 2026
Chacon Diaz & Di Virgilio Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gainesville, FL. Its latest Form ADV filing, dated April 17, 2026, reports $90M in regulatory assets under management, 4 employees, 1 office, and 675 accounts.
Assets Under Management
$90M
Employees
4
Offices
1 office
Total Clients
190
Primary office
GAINESVILLE, FL
6208 NW 43RD STREET, GAINESVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
109
2
Other Advisers
27.4%
52
3
HNWI
15.3%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$90Mas of April 17, 2026
Discretionary100.0%
$90M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$90M
Total Accounts675
10Y AUM Change$-34M (-27.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.