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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2011
- Office Locations
- 2
Office Locations
About Diligent Investors, LLC
Diligent Investors, LLC is an independent advisory firm providing goal-based financial planning and portfolio management for individual clients. Services include investment strategy and asset allocation, retirement planning, estate/gifting and business succession planning, and charitable giving. The team is led by managing partners who also serve as advisors, and commonly custodians assets at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HENK JUERGEN FISCHER
Chief Compliance Officer, Managing Member
- CRD
- #4032809
- Ownership
- 50% but less than 75%
JAMES ALLEN WILSON
Managing Member
- CRD
- #4445002
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAMES FELIX JEBBIA
Senior Investment Advisor
- CRD
- #4492550
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $663,058,489 | $314,246 |
| Non-Discretionary | $0 | -- |
| Total | $663,058,489 | $314,246 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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