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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2025
- Office Locations
- 3
Office Locations
About VAN Diest Capital
Van Diest Capital is an Iowa-registered RIA serving accredited individuals, families, and business owners with private wealth management, business advisory, and accounting support. The firm builds tailored financial plans and investment strategies with ongoing review, with resources covering index investing and macro themes. Unique: in-house CPA-led accounting (via VDC Accounting) alongside advisory, plus client portal access through Altruist and Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Bryce William Littler
Chief Financial Officer
- CRD
- #7363969
- Ownership
- Less than 5%
James Roger Van Diest
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, PARTNER
- CRD
- #6978124
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM DAVID BERTRAN
Financial Advisor
- CRD
- #2240774
ERIC MICHAEL DAWSON
--
- CRD
- #2521839
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,104,427 | $146,299 |
| Non-Discretionary | $0 | -- |
| Total | $144,104,427 | $146,299 |
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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 |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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