# Diamond Hill Capital Management, LLC

> Diamond Hill Capital Management, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 110638
- Filed as: DIAMOND HILL CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110638
- AdvisorCensus page: https://advisorcensus.com/firm/diamond-hill-capital-management-llc-columbus-oh-110638

## Quick answers

**How is Diamond Hill Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diamond Hill Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Diamond Hill Capital Management, LLC located?**
Diamond Hill Capital Management, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Diamond Hill Capital Management, LLC registered with the SEC or a state?**
Diamond Hill Capital Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110638.

**How much does Diamond Hill Capital Management, LLC manage?**
Diamond Hill Capital Management, LLC reports $29,381,933,221 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**How have Diamond Hill Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Diamond Hill Capital Management, LLC: Regulatory assets under management: $26,410,611,225 in the October 2021 data and $29,381,933,221 in the October 2026 data, up 11%. Total employees: 126 in October 2021 and 120 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diamond Hill Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (3,083); charitable organizations (29); investment companies (21).

**Which custodians does Diamond Hill Capital Management, LLC use?**
Diamond Hill Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Northern Trust Securities, Inc. and State Street as custodians holding 10% or more of its separately managed account assets.

**Does Diamond Hill Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110638

**What changed in Diamond Hill Capital Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities LLC
- Northern Trust Securities, Inc.
- State Street

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.

### Regulatory assets under management (Item 5.F)
- Total: $29,381,933,221
- Discretionary: $29,381,933,221
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 11 | $5,840,820 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 21 | $21,828,004,542 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $2,609,966,336 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $994,428,220 |
| Charitable organizations | 29 | $335,942,185 |
| State or municipal government entities (including government pension plans) | 3 | $571,181,407 |
| Other investment advisers | 3,083 | $2,372,822,484 |
| Insurance companies | 1 | $133,253,304 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $530,493,923 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1988 (38 years)
- Employees: 120 total, 42 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, IL, LA, NJ, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [diamond-hill.com](https://diamond-hill.com)
- LinkedIn @DIAMOND-HILL-INVESTMENTS
- X @DIAMONDHILLCM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $26,410,611,225 | 126 | July 30, 2021 |
| October 2022 | $31,028,174,892 | 128 | March 1, 2022 |
| October 2023 | $24,763,108,831 | 129 | February 28, 2023 |
| October 2024 | $27,418,305,815 | 129 | May 1, 2024 |
| October 2025 | $30,011,530,941 | 127 | July 1, 2025 |
| October 2026 | $29,381,933,221 | 120 | August 19, 2026 |

Regulatory assets under management: $26,410,611,225 in the October 2021 data and $29,381,933,221 in the October 2026 data, up 11%.
Total employees: 126 in October 2021 and 120 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Reported a succession: took over the business of Diamond Hill Capital Management Inc (CRD 110638) on April 22, 2026.
- Changed its legal name from Diamond Hill Capital Management Inc to Diamond Hill Capital Management, LLC.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 44 to 42.

### January 2026
- No longer registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diamond Hill Capital Management, LLC (CRD 110638): Form ADV filing data as of October 2026.
