# Diesslin Group, Inc.

> 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.

- CRD: 110557
- Filed as: DIESSLIN GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110557
- AdvisorCensus page: https://advisorcensus.com/firm/diesslin-group-inc-fort-worth-tx-110557

## Quick answers

**How is Diesslin Group, Inc. compensated?**
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.

**How much does Diesslin Group, Inc. charge?**
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…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Diesslin Group, Inc. located?**
Diesslin Group, Inc.'s principal office is in Fort Worth, TX, according to its Form ADV.

**Is Diesslin Group, Inc. registered with the SEC or a state?**
Diesslin Group, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 110557.

**How much does Diesslin Group, Inc. manage?**
Diesslin Group, Inc. reports $696,317,975 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (92% discretionary).

**How have Diesslin Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Diesslin Group, Inc. serve?**
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).

**Which custodians does Diesslin Group, Inc. use?**
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.

**Does Diesslin Group, Inc. 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/110557

**Does Diesslin Group, Inc. state an account minimum?**
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."

**What changed in Diesslin Group, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> DG generally requires a client to have $1 million in investable net worth; however, under various circumstances, exceptions are made.

- Hourly rate: $250 an hour (Due Diligence/Ad Hoc Services: Portfolios (AUM) up to…)

> Portfolios (AUM) up to $20,000,000: $250/ hour plus expenses

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $696,317,975
- Discretionary: $642,628,433
- Non-discretionary: $53,689,542

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $52,989,608 |
| High net worth individuals | 147 | $600,382,387 |
| Banking or thrift institutions | 2 | $2,680,268 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $391,805 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $39,873,907 |
| 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1988 (38 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- diesslin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $726,883,840 | 14 | June 28, 2021 |
| October 2022 | $730,185,764 | 11 | August 25, 2022 |
| October 2023 | $583,398,133 | 12 | April 6, 2023 |
| October 2024 | $622,966,444 | 12 | March 19, 2024 |
| October 2025 | $621,330,033 | 12 | April 2, 2025 |
| October 2026 | $696,317,975 | 12 | August 25, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Regulatory assets under management went from $621,330,033 to $696,317,975 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diesslin Group, Inc. (CRD 110557): Form ADV filing data as of October 2026.