# Diamond Equity Advisors

> Diamond Equity Advisors is a state-registered investment advisory firm in Columbus, OH, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 306451
- Filed as: DIAMOND EQUITY ADVISORS
- Legal name: Diamond Equity Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306451
- AdvisorCensus page: https://advisorcensus.com/firm/diamond-equity-advisors-columbus-oh-306451

## Quick answers

**How is Diamond Equity Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Diamond Equity Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Diamond Equity Advisors located?**
Diamond Equity Advisors' principal office is in Columbus, OH, according to its Form ADV.

**Is Diamond Equity Advisors registered with the SEC or a state?**
Diamond Equity Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306451.

**How much does Diamond Equity Advisors manage?**
Diamond Equity Advisors reports $16,446,333 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (0% discretionary).

**What types of clients does Diamond Equity Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95).

**Does Diamond Equity Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306451

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,446,333
- Discretionary: $0
- Non-discretionary: $16,446,333

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $16,446,333 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- diamondequityadvisors.com
- perryjeffries.com
- Facebook @PerryJeffriesIII
- LinkedIn @perryjeffries
- X @the_e_cfo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diamond Equity Advisors (CRD 306451): Form ADV filing data as of October 2026.