Van Diest Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Polk City, IA. Its latest Form ADV filing, dated April 20, 2026, reports $144M in regulatory assets under management, 8 employees, 2 offices, and 985 accounts.
Assets Under Management
$144M
Employees
8
Offices
2 offices
Total Clients
467
Primary office
POLK CITY, IA
302 WEST BROADWAY, SUITE 9, POLK CITY, IA, United States
Top client segmentIndividuals represent 76.9% of total clients.
Top client categories% of clientsClients
1
Individuals
76.9%
359
2
HNWI
15.0%
70
3
Pension Plans
7.5%
35
4
Corporations
0.6%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of April 20, 2026
Discretionary100.0%
$144M
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$144M
Total Accounts985
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee58:1
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.