Diamond Client Group, LLC
Diamond Client Group, LLC is an SEC-registered mass-market adviser in The Woodlands, TX with $185.8M assets under management (AUM, regulatory AUM), +58% over one year. See who owns Diamond Client Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310570, SEC 801-132329, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $185.8M (2026-03-21)
- Firm type
- Mass-Market Adviser
- Location
- The Woodlands, TX
- Employees
- 11
- Clients
- 417
- CRD
- 310570
- Ownership
- BOYCE, BOBBY, DON; CHEATHAM, LUCAS, WAYNE; Cheatham, Brian, Curtis
How much AUM does Diamond Client Group, LLC have?
Diamond Client Group, LLC reported $185.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns Diamond Client Group, LLC?
Disclosed owners and executives of Diamond Client Group, LLC include BOYCE, BOBBY, DON, CHEATHAM, LUCAS, WAYNE, Cheatham, Brian, Curtis. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.