A complete list of active advisors currently associated with Van Diest Capital

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

Van Diest Capital is a SEC‑registered advisory firm that provides ongoing portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. The firm reports roughly $144 million in discretionary assets under management and includes services that range from traditional equity and fixed‑income management to access to private funds and ESG/SRI‑focused options. The firm documents client goals and constraints in an Investment Policy Statement and typically operates with discretionary trading authority to implement asset allocation, security selection, and regular monitoring. Its investment process combines cyclical and fundamental analysis, modern portfolio theory and quantitative tools and may use both long‑ and short‑term trading across equities, ETFs, fixed income, REITs and alternative vehicles. What distinguishes Van Diest Capital from many peers is its operational affiliation with an accounting practice (VDC Accounting, LLC), with multiple firm representatives holding ownership interests in that accounting entity, creating closer coordination between investment and tax/accounting services. The firm also requires clients to custody assets at specified custodians (Altruist Financial LLC and/or Charles Schwab & Co.), discloses a range of outside business activities among its representatives (including insurance licensing, real estate holdings and nonprofit board service), and recently expanded disclosures to include hedge funds, private equity, venture capital and private placements.

To learn more about the advisors currently working at Van Diest Capital, 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.