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Firm profile

Diligent Investors, LLC

REDLANDS, CACRD 158708Latest ADV February 25, 2026

Diligent Investors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redlands, CA. Its latest Form ADV filing, dated February 25, 2026, reports $663M in regulatory assets under management, 3 employees, and 2,110 accounts.

Assets Under Management
$663M
Employees
3
Offices
--
Total Clients
884
Primary office
REDLANDS, CA
1447 FORD STREET, SUITE 200, REDLANDS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHenk J. Fischer

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.8% of total clients.
Top client categories% of clientsClients
1
Individuals
64.8%
573
2
HNWI
21.3%
188
3
Pension Plans
10.6%
94
4
Corporations
2.0%
18
5
Charitable
1.2%
11

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$663Mas of February 25, 2026
Discretionary100.0%
$663M
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$663M
Total Accounts2,110
10Y AUM Change+$383M (+136.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee295:1
10Y Employee Change-1 (-25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.