$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 10-09-2023
- Office Locations
- 1
Office Locations
-- Montezuma IA
About Diamond Trail Capital Management
Diamond Trail Capital Management is a Montezuma, IA registered investment adviser providing CFP-led financial planning and discretionary portfolio management, including tax-aware planning, insurance review, and estate/business-succession guidance. Portfolios emphasize diversified asset allocation using ETFs, mutual funds, and fixed income (including municipal bonds) with a risk-management focus. Custody includes Charles Schwab & Co.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$785.9K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison glacier
Client Personas
Catalyst
Custodian
Frontier Crest Wave Pathway north Element Meridian
Investment Themes
Matrix alpha Pathway foundation Oak
Investment Vehicles
Beacon
Services
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Technology
Wave signal
Owner & Executives
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B
Benjamin Charles Steele
Advisor
- CRD
- #4766519
(284) 794-7851
catalyst.eagle@primecapital.com
in linkedin.com/in/vital-momentum
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,002,329 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,002,329 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,002,329
Public Funds:
4.7% Municipal Bonds:
10.0% Equity - Exchange:
14.8% Private Funds:
13.6% Cash:
11.7% Corporate - Investment Grade:
25.9% U.S. Government/Agency:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $366,931,451 | 4.7% |
| Municipal Bonds | $780,705,215 | 10.0% |
| Equity - Exchange | $1,155,443,719 | 14.8% |
| Private Funds | $1,061,759,093 | 13.6% |
| Cash | $913,425,102 | 11.7% |
| Corporate - Investment Grade | $2,022,026,508 | 25.9% |
| U.S. Government/Agency | $1,506,761,065 | 19.3% |
| Total | $7,807,052,153 | 100.0% |