Danville, CA Office

Diversified Capital Group provides discretionary asset management and portfolio management services primarily to individual and high‑net‑worth clients. The firm manages about $36.8 million for roughly 78 client relationships and bills advisory fees based on assets under management.

The firm emphasizes individualized portfolios with continuous monitoring and periodic rebalancing, employing multiple analysis methods (fundamental, technical, quantitative and qualitative) and a range of strategies from strategic and tactical asset allocation to the use of ETFs, options and other specialized instruments. Diversified Capital generally requires discretionary authority and, as a practice, does not usually permit clients to impose security‑level restrictions (exceptions are considered on a case‑by‑case basis).

Compared with many peers, the advisory is a small, two‑advisor practice that manages all client assets on a discretionary basis and may retain legacy holdings for tax or fit reasons. The brochure discloses several potential conflicts that distinguish the firm: a principal is separately licensed to sell commissionable insurance products, and the firm recommends a single custodian and receives institutional support services from that custodian while also arranging fee deductions through client accounts.