Diamant Asset Management, Inc.
- Regulatory AUM
- $212M
- Discretionary
- $212M
- Clients
- 59
- Avg AUM / client
- $3.6M
- Accounts
- 59
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 76 positions, $137,246,426)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | COM | $26,614,323 | 26,614,323 | 19.4% | 12.6% |
| 2 | Alphabet Inc Cap Stk Cl A | COM | $9,291,926 | 9,291,926 | 6.77% | 4.39% |
| 3 | Visa Inc Com Cl A | COM | $7,332,947 | 7,332,947 | 5.34% | 3.47% |
| 4 | Microsoft Corp Com | COM | $6,810,388 | 6,810,388 | 4.96% | 3.22% |
| 5 | Costco Wholesale Corporation Com | COM | $6,726,899 | 6,726,899 | 4.9% | 3.18% |
| 6 | Johnson & Johnson Com | COM | $4,473,008 | 4,473,008 | 3.26% | 2.11% |
| 7 | Leidos Holdings Inc Com | COM | $4,156,784 | 4,156,784 | 3.03% | 1.97% |
| 8 | Progressive Corp Com | COM | $4,068,876 | 4,068,876 | 2.96% | 1.92% |
| 9 | Lincoln Elec Hldgs Inc Com | COM | $3,839,568 | 3,839,568 | 2.8% | 1.82% |
| 10 | Tjx Cos Inc New Com | COM | $3,779,983 | 3,779,983 | 2.75% | 1.79% |
| 11 | Abbvie Inc Com | COM | $3,671,231 | 3,671,231 | 2.67% | 1.74% |
| 12 | Pepsico Inc Com | COM | $3,586,423 | 3,586,423 | 2.61% | 1.7% |
| 13 | Caterpillar Inc Com | COM | $3,140,603 | 3,140,603 | 2.29% | 1.48% |
| 14 | Mcdonalds Corp Com | COM | $2,596,340 | 2,596,340 | 1.89% | 1.23% |
| 15 | Colgate Palmolive Co Com | COM | $2,359,166 | 2,359,166 | 1.72% | 1.12% |
| 16 | Home Depot Inc Com | COM | $2,342,026 | 2,342,026 | 1.71% | 1.11% |
| 17 | Walmart Inc Com | COM | $2,259,410 | 2,259,410 | 1.65% | 1.07% |
| 18 | Honeywell Intl Inc Com | COM | $2,197,464 | 2,197,464 | 1.6% | 1.04% |
| 19 | Exxon Mobil Corp Com | COM | $2,183,864 | 2,183,864 | 1.59% | 1.03% |
| 20 | Merck & Co Inc Com | COM | $2,068,387 | 2,068,387 | 1.51% | 0.98% |
| 21 | Nike Inc Cl B | COM | $1,879,124 | 1,879,124 | 1.37% | 0.89% |
| 22 | Ulta Beauty Inc Com | COM | $1,474,042 | 1,474,042 | 1.07% | 0.7% |
| 23 | Procter & Gamble Co Com | COM | $1,241,173 | 1,241,173 | 0.9% | 0.59% |
| 24 | Chevron Corporation Com | COM | $1,095,949 | 1,095,949 | 0.8% | 0.52% |
| 25 | Verizon Communications Inc Com | COM | $1,089,842 | 1,089,842 | 0.79% | 0.52% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 59 | $205M | 96.9% |
| Pension and profit sharing plans | 0 | $4.1M | 1.96% |
| Charitable organizations | Fewer than 5 clients | $2.5M | 1.19% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herbert Arthur Diamant | President, Chief Compliance Officer | Oct 1986 (40y) | 75% or more | |
| Diamant, Lisette | Vice President | Jun 2020 (6y) | Less than 5% | |
| Sheila Morgan | Registered representative | Feb 2021 (6y) | ||
| Jeffrey Lee Speight | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 914 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗