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- Custodian
- Charles Schwab & Company · First Republic Bank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- PeakHarbor summit
- Established Date
- 07-28-2015
- Office Locations
- 1
Office Locations
About Diversifi Capital INC
DiversiFi Capital is a virtual financial planning and wealth management firm that leads with plain-language education. The team supports individuals navigating life events, tax planning, and investment management, with a specialty in concentrated equity and equity-comp scenarios (employer stock, private-company options/IPO planning) and covered-call strategies. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATHAN MICHAEL DINGLER
Managing Member
- CRD
- #5786976
- Ownership
- 50% but less than 75%
ALFRED HO FAI AU
Chief Technology Officer, Financial Advisor, General Partner
- CRD
- #6213875
- Ownership
- 10% but less than 25%
Radial atlas
North timber horizon
- CRD
- #16309
- Ownership
- 48.3%
Showing 2 of 3 owners & executives
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BRANDON GEOFFRY KURZ
Financial Advisor, General Partner
- CRD
- #6091298
Jared Michael La Blue
Financial Advisor
- CRD
- #7284531
Signal ember
Vital unison signal
- CRD
- #85597
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $671,404,935 | $696,478 |
| Non-Discretionary | $21,315 | $10,658 |
| Total | $671,426,250 | $695,058 |
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Separately Managed Accounts
Total SMA Asset: $645,672,620
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $483,318,382 | 26.0% |
| Equity - Exchange | $587,417,726 | 31.6% |
| Cash | $323,451,532 | 17.4% |
| U.S. Government/Agency | $464,729,213 | 25.0% |
| Total | $1,858,916,853 | 100.0% |