# Diversified Capital Group

> Diversified Capital Group is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 144648
- Filed as: DIVERSIFIED CAPITAL GROUP
- Legal name: Diversified Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144648
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-capital-group-144648

## Quick answers

**How is Diversified Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified Capital Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Diversified Capital Group registered with the SEC or a state?**
Diversified Capital Group is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 144648.

**How much does Diversified Capital Group manage?**
Diversified Capital Group reports $36,845,702 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Diversified Capital Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78).

**Does Diversified Capital Group 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/144648

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $36,845,702
- Discretionary: $36,845,702
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $21,041,301 |
| High net worth individuals | Fewer than 5 | $15,804,401 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- divcapital.net
- LinkedIn @dcg-diversified-capital-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified Capital Group (CRD 144648): Form ADV filing data as of October 2026.
