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DIVERSIFI CAPITAL INC
CRD 242788 · SEC 801-121391
4546 EL CAMINO REAL B10, #1013, LOS ALTOS, CA, 94022, United States
Phone
650-632-5667
Fax
650-535-4571
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$671.4M
Discretionary AUM
$671.4M
Team
13 total employees; 9 advisory reps; 269 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $18.5M |
| High net worth individuals | 223 | $624.7M |
| Pooled investment vehicles | 12 | $25.8M |
| Charitable organizations | 1 | $2.5M |
States served
CA, CO, DC, NY, OR, VA, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD