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Diesslin Group, Inc.

Diesslin Group, Inc.. CRD 110557

Diesslin Group, Inc. logo

CRD: 110557

Diesslin Group, Inc.

Fort Worth, TX, 76102
8173326122
www.diesslin.com
$696.3M Total AUM
$642.6M Disc. AUM
-1.5% 3Y CAGR
12 Employees
286 ADV. Clients
38 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
Clients
Retail and Institutional
Platforms
Peak
Established Date
03-21-1988
Office Locations
1

Office Locations

425 Houston Street Suite 500 Fort Worth TX

About Diesslin Group, Inc.

Diesslin Group is a Fort Worth, TX fee-only fiduciary wealth management firm serving high-net-worth individuals, families, trusts, and businesses. The team provides investment management alongside comprehensive planning—retirement, tax strategies, estate and legacy planning, insurance/risk management, and charitable giving—with an ongoing monitor-and-adjust process. Unique for distribution: advice is positioned as commission-free, best-interest guidance backed by 30+ years of experience.

Team overview

33 AVG AGE
$139.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
11.6 yrs AVG TENURE
12 Employees
5 Advisory Reps
5 RIA Reps
38yrs Firm Age

Insights

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Accredited Investors

Meridian harbor Prime

Asset Classes

Ember Crest quantum Pathway north Alpha radial Value Vertex North

Client Personas

Timber vertex Capital meridian

Custodian

Peak Unison

Investment Themes

Frontier north Signal Vertex Bridge Foundation oak

Investment Vehicles

Meridian

Services

Ridge Catalyst radial Radial Wave peak Signal eagle Optima Alpha horizon Summit Timber prime Pathway Momentum timber Beacon Frontier zenith Element north

Technology

Glacier

Owner & Executives

N

NORMAN RICHARD FARR

Advisor, Chief Executive Officer, MANAGING DIRECTOR, President

CRD
#854292
Ownership
50% but less than 75%
(572) 890-8636
horizon.harbor@deltacapital.com
in linkedin.com/in/beacon-capital
S

SHAWN LOYD GRAY

Chief Compliance Officer, Chief Financial Officer, DIRECTOR, Managing Director, Secretary, Vice President

CRD
--
Ownership
50% but less than 75%
(553) 743-6776
glacier.pioneer@radialcapital.com
in linkedin.com/in/vector-north
E

Ember ember

Legacy pathway

CRD
#54300
Ownership
26.2%
(916) 595-4148
prime.meridian@pioneercapital.com
in linkedin.com/in/pioneer-vector

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Contacts

L

Luke Erroll Hockett

Financial Planner

CRD
#7597803
(857) 962-6040
peak.delta@horizoncapital.com
in linkedin.com/in/bridge-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2022
10-23-2023
03-19-2024
04-02-2025
03-04-2026
Category Assets AVG. Account size
Discretionary $642,628,433 $655,075
Non-Discretionary $53,689,542 $394,776
Total $696,317,975 $623,382

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Separately Managed Accounts

Total SMA Asset: $695,926,170

$695.9M Total SMA
Public Funds:
4.9%
Equity - Exchange:
23.1%
Private Funds:
16.3%
Cash:
14.9%
Corporate - Investment Grade:
21.0%
Equity - OTC:
5.5%
Municipal Bonds:
9.7%
Other:
4.6%
Asset class Assets Assets %
Public Funds $407,356,017 4.9%
Equity - Exchange $1,920,392,654 23.1%
Private Funds $1,355,082,262 16.3%
Cash $1,238,694,829 14.9%
Corporate - Investment Grade $1,745,811,503 21.0%
Equity - OTC $457,236,346 5.5%
Municipal Bonds $806,398,647 9.7%
Other $382,415,853 4.6%
Total $8,313,388,111 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ELEMENT CREST ATLAS MERIDIAN ALPHA 3PFAUD8TV CNDD 12.19% $14,451,592
GLACIER EMBER QUANTUM ALPHA VITAL ODOM5UE8B TPA 4.22% $43,120,933
ALPHA BEACON MERIDIAN QUANTUM 7MSFN2LWD ZFWMZ 1.02% $51,097,841
CAPITAL MATRIX FOUNDATION VALUE BOQVGVS5X RADHZ 10.81% $34,801,197
RIDGE GLACIER FUSION EAGLE BEACON ICGMWKWKI LBO 8.57% $5,092,376
PATHWAY EAGLE EMBER RADIAL CREST EFRF4MVMQ CLB 6.36% $95,705,595
EMBER WAVE ATLAS DELTA VITAL KLMUZLJ2B VGTXV 3.50% $2,856,445
HARBOR PEAK TIMBER MERIDIAN RIDGE J11U9ATWN IEP 3.46% $31,320,011

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