# Diligent Investors, LLC

> Diligent Investors, LLC is an SEC-registered investment advisory firm in Redlands, CA, registered since 2011, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 158708
- Filed as: DILIGENT INVESTORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redlands, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158708
- AdvisorCensus page: https://advisorcensus.com/firm/diligent-investors-llc-redlands-ca-158708

## Quick answers

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

**Where is Diligent Investors, LLC located?**
Diligent Investors, LLC's principal office is in Redlands, CA, according to its Form ADV.

**Is Diligent Investors, LLC registered with the SEC or a state?**
Diligent Investors, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158708.

**How much does Diligent Investors, LLC manage?**
Diligent Investors, LLC reports $663,058,489 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Diligent Investors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Diligent Investors, LLC: Regulatory assets under management: $452,249,381 in the October 2021 data and $663,058,489 in the October 2026 data, up 47%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diligent Investors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (573); high net worth individuals (188); pension and profit sharing plans (but not the plan participants or government pension plans) (94).

**Which custodians does Diligent Investors, LLC use?**
Diligent Investors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Diligent Investors, 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/158708

**What changed in Diligent Investors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in IL, MO.

## From the Form ADV filing

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

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

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: $663,058,489
- Discretionary: $663,058,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 573 | $122,825,503 |
| High net worth individuals | 188 | $386,487,826 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 94 | $84,759,953 |
| Charitable organizations | 11 | $30,349,312 |
| Corporations or other businesses not listed above | 18 | $38,635,895 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IA, ID, IL, MO, NV, OR, TN, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $452,249,381 | 4 | October 1, 2021 |
| October 2022 | $580,673,289 | 4 | February 10, 2022 |
| October 2023 | $505,754,127 | 4 | February 8, 2023 |
| October 2024 | $617,055,800 | 4 | February 22, 2024 |
| October 2025 | $664,728,436 | 3 | February 11, 2025 |
| October 2026 | $663,058,489 | 3 | February 25, 2026 |

Regulatory assets under management: $452,249,381 in the October 2021 data and $663,058,489 in the October 2026 data, up 47%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in IL, MO.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diligent Investors, LLC (CRD 158708): Form ADV filing data as of October 2026.