Diversifi Capital Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated April 29, 2026, reports $671M in regulatory assets under management, 13 employees, and 966 accounts.
Assets Under Management
$671M
Employees
13
Offices
--
Total Clients
277
Primary office
LOS ALTOS, CA
4546 EL CAMINO REAL B10, #1013, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.5% of total clients.
Top client categories% of clientsClients
1
HNWI
80.5%
223
2
Individuals
14.8%
41
3
Pooled Investment Vehicles
4.3%
12
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$671Mas of April 29, 2026
Discretionary100.0%
$671M
100% of total RAUM100.0%
Non-discretionary0.0%
$21K
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$671M
Total Accounts966
10Y AUM Change+$530M (+374.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee21:1
10Y Employee Change+5 (+62.5%)
* 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.