{
  "crd_number": 154242,
  "slug": "chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242",
  "primary_business_name": "CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC",
  "legal_name": "CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC",
  "dbas": [
    "CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT"
  ],
  "city": "Gainesville",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "23540",
  "metro": {
    "cbsa_code": "23540",
    "common_name": "Gainesville",
    "msa_name": "Gainesville, FL",
    "path": "/advisors/fl/gainesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-17",
  "carried_forward": false,
  "raum_total": 90324490.0,
  "raum_discretionary": 90324490.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 31644662.0,
      "count": 109
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 4485196.0,
      "count": 52
    },
    "high_net_worth_individuals": {
      "raum": 54194632.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NE",
    "TX"
  ],
  "websites": [
    "https://cddwealth.com",
    "https://facebook.com/cddwealth",
    "https://linkedin.com/company/chacon-diaz-di-virgilio"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154242",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "GAINESVILLE",
  "url": "https://advisorcensus.com/firm/chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242",
  "display_name": "Chacon Diaz & DI Virgilio Wealth Management, LLC",
  "summary": "Chacon Diaz & DI Virgilio Wealth Management, LLC is an SEC-registered investment advisory firm in Gainesville, FL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.",
  "citation": "AdvisorCensus. Chacon Diaz & DI Virgilio Wealth Management, LLC (CRD 154242): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Chacon Diaz & DI Virgilio Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chacon Diaz & DI Virgilio Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Chacon Diaz & DI Virgilio Wealth Management, LLC located?",
      "a": "Chacon Diaz & DI Virgilio Wealth Management, LLC's principal office is in Gainesville, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Chacon Diaz & DI Virgilio Wealth Management, LLC registered with the SEC or a state?",
      "a": "Chacon Diaz & DI Virgilio Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 154242."
    },
    {
      "q": "How much does Chacon Diaz & DI Virgilio Wealth Management, LLC manage?",
      "a": "Chacon Diaz & DI Virgilio Wealth Management, LLC reports $90,324,490 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Chacon Diaz & DI Virgilio Wealth Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Chacon Diaz & DI Virgilio Wealth Management, LLC: Regulatory assets under management: $124,000,000 in the October 2022 data and $90,324,490 in the October 2026 data, down 27%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chacon Diaz & DI Virgilio Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); other investment advisers (52); high net worth individuals (29)."
    },
    {
      "q": "Which custodians does Chacon Diaz & DI Virgilio Wealth Management, LLC use?",
      "a": "Chacon Diaz & DI Virgilio Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chacon Diaz & DI Virgilio Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154242"
    },
    {
      "q": "Does Chacon Diaz & DI Virgilio Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 17, 2026 says: \"There is no account minimum.\""
    },
    {
      "q": "What changed in Chacon Diaz & DI Virgilio Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $124,652,736 to $90,324,490 (-28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 124000000.0,
      "total_employees": 4,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 90000000.0,
      "total_employees": 4,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 100000000.0,
      "total_employees": 4,
      "filing_date": "2024-04-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124652736.0,
      "total_employees": 4,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 90324490.0,
      "total_employees": 4,
      "filing_date": "2026-04-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $124,652,736 to $90,324,490 (-28%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 109,
      "fewer_than_5": false,
      "raum": 31644662.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 54194632.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 52,
      "fewer_than_5": false,
      "raum": 4485196.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154242",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}