Diversified Management Inc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.7B
- Clients
- 340
- Avg AUM / client
- $5.5M
- Accounts
- 1,650
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 127 | $53.0M | 2.84% |
| High net worth individuals | 212 | $1.7B | 90.8% |
| Charitable organizations | 1 | $118M | 6.32% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan Foley & Lardner Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Paul Schmidt | Chairman, President And Chief Compliance Officer | CFP | Jun 2001 (25y) | 25% – 50% |
| Michael Patrick Egan | Managing Director And Chief Investment Officer | CFP | Dec 2003 (23y) | 10% – 25% |
| Garren Lindsay Agle | Vice President & Chief Information Officer | CFP | Jun 2007 (19y) | 10% – 25% |
| Chad Andrew Thistle | Chief Financial Officer | CFP | Jan 2009 (18y) | 10% – 25% |
| Kylee J. Paradowski | Registered representative | Oct 2020 (6y) | ||
| Guy Matthew Eckman | Registered representative | CFP | Jan 2024 (3y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Foley & Lardner Llp Defined Contribution Retirement Plan | Foley & Lardner Llp | 2,109 | $1.7B | 02/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (91% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗