Diesslin Group, Inc.
- Regulatory AUM
- $696M
- Discretionary
- $643M
- Clients
- 286
- Avg AUM / client
- $2.4M
- Accounts
- 1,117
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $53.0M | 7.61% |
| High net worth individuals | 147 | $600M | 86.2% |
| Banking or thrift institutions | 2 | $2.7M | 0.38% |
| Pooled investment vehicles (non-investment companies) | 1 | $392K | 0.06% |
| Charitable organizations | 3 | $39.9M | 5.73% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Diesslin Private Equity Opportunities Fund I, Ltd | Private Equity Fund | Texas | $1.5M | 42 |
| Diesslin Real Estate Opportunities Fund I, Ltd. | Real Estate Fund | Texas | $869K | 35 |
| Diesslin Energy Opportunities Fund I, Ltd. | Private Equity Fund | Texas | $384K | 41 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Diesslin, David, Howard | Founder | Jan 1980 (47y) | 50% – 75% | |
| Norman Richard Farr | President, Chief Financial Officer,Treasurer And Managing Director | CFP | Jun 2000 (26y) | 5% – 10% |
| Gray, Shawn, Loyd | Chief Compliance Officer, Secretary And Director | Mar 2014 (12y) | 5% – 10% | |
| Davis Bradley Bourland | None | Sep 2021 (5y) | 5% – 10% | |
| Mark Michael Michel | Chief Investment Officer | CFA | Mar 2022 (4y) | Less than 5% |
| Scott Bartlett Reasor | Registered representative | Jul 2005 (21y) | ||
| Luke Erroll Hockett | Registered representative | Aug 2022 (4y) | ||
| Olivia Fox Partin | Registered representative | CFP | Aug 2023 (3y) |
Undisclosed: 0% – 35% 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.
Private funds (3, $2.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Diesslin Private Equity Opportunities Fund I, Ltd | Private Equity Fund | $1.5M | $50.0K | 42 |
| Diesslin Real Estate Opportunities Fund I, Ltd. | Real Estate Fund | $869K | $50.0K | 35 |
| Diesslin Energy Opportunities Fund I, Ltd. | Private Equity Fund | $384K | $50.0K | 41 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.37 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $580M (83% of AUM) Mar 2026
- National Financial Services (Fidelity) $70.9M (12% of AUM) Oct 2023
- Fidelity Brokerage Services $62.3M (10% of AUM) Apr 2025
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 04, 2026.
View current Form ADV (SEC/IAPD) ↗