{
  "crd_number": 110557,
  "slug": "diesslin-group-inc-fort-worth-tx-110557",
  "primary_business_name": "DIESSLIN GROUP, INC.",
  "legal_name": "DIESSLIN GROUP, INC.",
  "dbas": [],
  "city": "Fort Worth",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-04-28",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 696317975.0,
  "raum_discretionary": 642628433.0,
  "raum_non_discretionary": 53689542.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 39873907.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 52989608.0,
      "count": 133
    },
    "banking_thrift": {
      "raum": 2680268.0,
      "count": 2,
      "fewer_than_5": true
    },
    "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": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 600382387.0,
      "count": 147
    },
    "pooled_investment_vehicles": {
      "raum": 391805.0,
      "count": 1
    },
    "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",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "TX"
  ],
  "websites": [
    "https://diesslin.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110557",
  "city_as_filed": "FORT WORTH",
  "url": "https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557",
  "display_name": "Diesslin Group, Inc.",
  "summary": "Diesslin Group, Inc. is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Diesslin Group, Inc. (CRD 110557): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Diesslin Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Diesslin Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Diesslin Group, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $250 an hour (Due Diligence/Ad Hoc Services: Portfolios (AUM) up to $20,000,000). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Diesslin Group, Inc. located?",
      "a": "Diesslin Group, Inc.'s principal office is in Fort Worth, TX, according to its Form ADV."
    },
    {
      "q": "Is Diesslin Group, Inc. registered with the SEC or a state?",
      "a": "Diesslin Group, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110557."
    },
    {
      "q": "How much does Diesslin Group, Inc. manage?",
      "a": "Diesslin Group, Inc. reports $696,317,975 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (92% discretionary)."
    },
    {
      "q": "How have Diesslin Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Diesslin Group, Inc.: Regulatory assets under management: $726,883,840 in the October 2021 data and $696,317,975 in the October 2026 data, down 4%. Total employees: 14 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Diesslin Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (147); individuals (other than high net worth individuals) (133); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Diesslin Group, Inc. use?",
      "a": "Diesslin Group, Inc.'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 Diesslin Group, Inc. report any disciplinary disclosures?",
      "a": "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/110557"
    },
    {
      "q": "Does Diesslin Group, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"DG generally requires a client to have $1 million in investable net worth; however, under various circumstances, exceptions are made.\""
    },
    {
      "q": "What changed in Diesslin Group, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 5 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 726883840.0,
      "total_employees": 14,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 730185764.0,
      "total_employees": 11,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 583398133.0,
      "total_employees": 12,
      "filing_date": "2023-04-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 622966444.0,
      "total_employees": 12,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 621330033.0,
      "total_employees": 12,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 696317975.0,
      "total_employees": 12,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $621,330,033 to $696,317,975 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Due Diligence/Ad Hoc Services: Portfolios (AUM) up to $20,000,000)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "DG generally requires a client to have $1 million in investable net worth; however, under various circumstances, exceptions are made."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Due Diligence/Ad Hoc Services: Portfolios (AUM) up to $20,000,000)"
        ],
        "quotes": [
          "Portfolios (AUM) up to $20,000,000:  $250/ hour plus expenses"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Due Diligence/Ad Hoc Services: Portfolios (AUM) up to $20,000,000"
        }
      ]
    },
    "quotes": [
      "DG generally requires a client to have $1 million in investable net worth; however, under various circumstances, exceptions are made.",
      "Portfolios (AUM) up to $20,000,000:  $250/ hour plus expenses"
    ],
    "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/diesslin-group-inc-fort-worth-tx-110557.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 133,
      "fewer_than_5": false,
      "raum": 52989608.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 147,
      "fewer_than_5": false,
      "raum": 600382387.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2680268.0
    },
    {
      "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": 1,
      "fewer_than_5": false,
      "raum": 391805.0
    },
    {
      "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": 3,
      "fewer_than_5": true,
      "raum": 39873907.0
    },
    {
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "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 no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/110557",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}