A complete list of active advisors currently associated with Diversified Capital Group

Warmer can help you find a great advisor at Diversified Capital Group or one who fits your needs even better.

Diversified Capital Group provides discretionary investment advisory and asset management services to individual and high-net-worth clients. As of December 31, 2025 the firm managed about $36.8 million across roughly 78 client accounts and is staffed by a two-advisor team that charges percentage-of-assets fees for portfolio management. The firm employs a broad mix of analytic approaches — including fundamental, technical, quantitative and qualitative analysis — and implements strategies ranging from strategic and tactical asset allocation to individual equities, fixed income, mutual funds, ETFs, options and other derivatives; portfolios are monitored and rebalanced on an ongoing basis. Firm policy generally limits client-imposed investment restrictions (with exceptions handled case-by-case), and advisors may retain legacy holdings for tax or fit considerations. Compared with many peers, this small, supported advisory practice combines a relatively low AUM level with use of more advanced tools and instruments (including quantitative models and inverse/leveraged ETFs and futures) and operates exclusively on a discretionary basis. The brochure also discloses that a firm principal is a licensed insurance professional who may earn separate commission income from insurance sales, a potential conflict of interest the firm notes and discloses.

To learn more about the advisors currently working at Diversified Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.