D
$42.3M Total AUM
$42.3M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Vital vertex
- Established Date
- 05-12-2009
- Office Locations
- 1
Office Locations
-- Ponte Vedra FL
About Diablo Investment Advisors, LLC
Diablo Investment Advisors, LLC is a Ponte Vedra-based RIA. The firm has been operating for 17 years. Managing $42.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$42.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Wave Harbor Beacon
Client Personas
Focus
Investment Themes
Radial vertex
Investment Vehicles
Crest element
Services
Harbor North Wave Summit ember Matrix Delta
Technology
Harbor focus
Owner & Executives
D
DAVID LAWRENCE BOARDMAN
Managing Member
- CRD
- #5635581
- Ownership
- 75% or more
(464) 752-8958
atlas.foundation@optimacapital.com
in linkedin.com/in/peak-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,273,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,273,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,273,000
Corporate - Investment Grade:
26.3% Equity - Exchange:
22.5% Equity - OTC:
18.4% Cash:
10.9% Municipal Bonds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,655,077,175 | 26.3% |
| Equity - Exchange | $1,415,940,549 | 22.5% |
| Equity - OTC | $1,157,924,716 | 18.4% |
| Cash | $685,944,533 | 10.9% |
| Municipal Bonds | $1,378,182,135 | 21.9% |
| Total | $6,293,069,108 | 100.0% |