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Diamond Client Group, LLC

Diamond Client Group, LLC. CRD 310570

Diamond Client Group, LLC logo

CRD: 310570

Diamond Client Group, LLC

THE Woodlands, TX, 77380
8323191555
diamondclientgroup.com
$185.8M Total AUM
$99.8M Disc. AUM
-- 3Y CAGR
11 Employees
441 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · SEI
Clients
Retail and Institutional
Platforms
Quantum focus
Established Date
12-23-2020
Office Locations
2

Office Locations

9595 SIX Pines Drive Suite 6200 THE Woodlands TX
-- Perkasie PA

About Diamond Client Group, LLC

Diamond Client Group is a planning and consulting firm serving business owners and high-net-worth families with large estates. Through its 5-step “Diamond Process,” DCG delivers strategic CFO and operational planning, proactive tax strategies, asset protection and treasury management, and transition planning, and can act as the quarterback coordinating outside advisors to implement and refine recommendations.

Team overview

37 AVG AGE
$16.9M AVG AUM / ADVISOR
$421.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
11 Employees
11 Advisory Reps
9 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Quantum Quantum summit Oak Beacon Alpha vital Alpha Crest signal Catalyst

Client Personas

Legacy North

Custodian

Value oak Alpha

Investment Themes

Crest Ember Quantum insight

Investment Vehicles

Prime Element

Platform

Peak

Services

Insight Meridian Frontier capital Oak frontier Catalyst value Horizon quantum Quantum Atlas Crest Momentum

Technology

Ember legacy

Owner & Executives

LUCAS WAYNE CHEATHAM

LUCAS WAYNE CHEATHAM

Chief Executive Officer, Financial Planning Advisor, Managing Member, PRINCIPAL

CRD
#5958728
Ownership
75% or more
(862) 294-6808
summit.summit@vitalcapital.com
in linkedin.com/in/alpha-timber
B

BOBBY DON BOYCE

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(864) 357-9198
foundation.frontier@elementcapital.com
in linkedin.com/in/vector-crest
O

Optima beacon

Vector oak vector

CRD
#85168
Ownership
27.3%
(900) 479-7838
momentum.bridge@matrixcapital.com
in linkedin.com/in/harbor-ridge

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Contacts

ANDRE JAMES BALDANZA

ANDRE JAMES BALDANZA

Financial Advisor

CRD
#7726147
(401) 853-2376
momentum.north@pathwaycapital.com
in linkedin.com/in/north-harbor
CAEDEN GOERING

CAEDEN GOERING

INVESTMENT ADVISER REPRESENTATIVE

CRD
#7809824
(984) 369-5531
delta.catalyst@primecapital.com
in linkedin.com/in/beacon-bridge
I

Insight summit

Peak foundation

CRD
#22687
(625) 698-7964
meridian.meridian@catalystcapital.com
in linkedin.com/in/delta-legacy

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-01-2025
03-21-2026
Category Assets AVG. Account size
Discretionary $99,823,564 $188,702
Non-Discretionary $85,985,342 $464,786
Total $185,808,906 $260,237

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Separately Managed Accounts

Total SMA Asset: $185,808,906

$185.8M Total SMA
Equity - OTC:
20.7%
Equity - Exchange:
25.6%
Public Funds:
9.7%
Cash:
26.4%
Corporate - Investment Grade:
17.6%
Asset class Assets Assets %
Equity - OTC $1,388,139,088 20.7%
Equity - Exchange $1,716,732,398 25.6%
Public Funds $650,480,635 9.7%
Cash $1,770,380,286 26.4%
Corporate - Investment Grade $1,180,253,523 17.6%
Total $6,705,985,930 100.0%

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