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VAN DIEST CAPITAL
VAN DIEST CAPITAL, LLC
CRD 334743 · SEC 801-135478
302 WEST BROADWAY, SUITE 9, POLK CITY, IA, 50226, United States
Phone
515-620-2085
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.1M
Discretionary AUM
$144.1M
Team
8 total employees; 7 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 359 | $49.6M |
| High net worth individuals | 70 | $90.6M |
| Pension/profit sharing plans | 35 | $3.7M |
| Corporations/business entities | 3 | $242K |
States served
IA, LA, MN, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD