THE WOODLANDS, TXCRD 310570Latest ADV March 21, 2026
Diamond Client Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 21, 2026, reports $186M in regulatory assets under management, 11 employees, 1 office, and 714 accounts.
Assets Under Management
$186M
Employees
11
Offices
1 office
Total Clients
436
Primary office
THE WOODLANDS, TX
9595 SIX PINES DRIVE, SUITE 6200, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.9% of total clients.
Top client categories% of clientsClients
1
Individuals
42.9%
187
2
HNWI
41.3%
180
3
Corporations
9.4%
41
4
Other Advisers
4.4%
19
5
Charitable
2.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 21, 2026
Discretionary53.7%
$100M
54% of total RAUM53.7%
Non-discretionary46.3%
$86M
46% of total RAUM46.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts714
10Y AUM Change+$68M (+58.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee40:1
10Y Employee Change+3 (+37.5%)
* 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.