Diablo Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Diablo Investment Advisors provides discretionary asset management, ongoing financial planning, and limited consulting to individuals—including high‑net‑worth clients—primarily those planning for, approaching, or in retirement. Portfolios may include no‑load mutual funds, institutional‑class funds, ETFs, and occasionally individual equities and bonds, and the firm offers written financial plans when requested.
The firm follows an asset‑allocation, passive investment philosophy that emphasizes long‑term diversification, tax efficiency, and minimizing trading; it uses risk‑tolerance questionnaires, periodic rebalancing, and may engage in tax‑loss selling. Investment selection prioritizes asset‑class exposure and cost, avoiding security‑picking and market timing, with allocations that can include global and sector‑specific ETF exposures.
Noteworthy features include a relatively small client roster with roughly $42 million under management and a fee‑only business model that does not accept commissions or sell investment products. The adviser recommends a custody relationship with Charles Schwab to access institutional share classes and back‑office services, and discloses the firm’s principal maintains an outside career as an airline pilot—allocated up to half of his time—which the firm addresses in its conflict‑of‑interest disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $5 million: 0.25% annually (Asset Management) $5 million - $10 million: 0.10% annually (Asset Management) $10 million+: Negotiable (Asset Management) $0 - $1 million: 0.65% annually (Financial Planning retainer) $1 million+: 0.25% annually (Financial Planning retainer)
Consulting services charged at $300/hour, may vary by scope.
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $625 for Asset Management; Minimum quarterly fee of $1,625 for Financial Planning retainer Fee-only: Fee-only financial advisory, no commissions or sales charges accepted.
Main office
Ponte Vedra FL
Advisors at this office
1
Most active in
California · Florida
Also doing business as
Diablo Investment Advisors, LLC · Fulcrum Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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