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- Custodian
- JP Morgan · Nationwide · SEI
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 12-17-2019
- Office Locations
- 1
Office Locations
About Diamond Equity Advisors
Diamond Equity Advisors is a Columbus, OH advisory firm focused on executives, entrepreneurs, and business owners. The firm provides financial planning alongside portfolio construction and asset management, with tax, estate, retirement, and insurance planning support. Investment implementation includes ETFs, mutual funds, and annuities, with risk-management and socially responsible options; custody relationships include SEI and J.P. Morgan.
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Investment Themes
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Owner & Executives
PERRY KEITH JEFFRIES III
Advisor, Chief Compliance Officer, President
- CRD
- #4695547
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,446,333 | -- |
| Total | $16,446,333 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,446,333
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,543,155,962 | 32.7% |
| Cash | $1,425,177,677 | 30.2% |
| Equity - Exchange | $1,750,797,742 | 37.1% |
| Total | $4,719,131,381 | 100.0% |