Diversifi Capital Inc
- Regulatory AUM
- $671M
- Discretionary
- $671M
- Clients
- 277
- Avg AUM / client
- $2.4M
- Accounts
- 966
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $18.5M | 2.75% |
| High net worth individuals | 223 | $625M | 93.0% |
| Pooled investment vehicles (non-investment companies) | 12 | $25.8M | 3.84% |
| Charitable organizations | 1 | $2.5M | 0.37% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $12.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dfi Venture Fund I, Lp | Private Equity Fund | California | $4.8M | 71 |
| Dfi Venture Fund Ii, Lp | Private Equity Fund | Delaware | $3.6M | 100 |
| Diversifi Ventures Fund Iv, Lp | Private Equity Fund | Delaware | $2.7M | 59 |
| Diversifi Ventures Openai Spvi, A Series Of Cgf2021 Llc | Private Equity Fund | Delaware | $845K | 23 |
| Diversifi Ventures Figma Spv I Oct 2024, A Series Of Cgf2021 Llc | Private Equity Fund | Delaware | $0 | 18 |
| Diversifi Ventures Groq Spv I Oct 2024, A Series Of Cgf2021 Llc | Private Equity Fund | Delaware | $0 | 23 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Michael Dingler | Managing Member | CFP | May 2015 (11y) | 50% – 75% |
| Raymond Mac Vo | Member And Cco | CFP | Jan 2016 (11y) | 10% – 25% |
| Alfred Ho Fai Au | Cto | CFP | Jul 2018 (8y) | 10% – 25% |
| Lily Zhang | Registered representative | CFP | Jul 2019 (7y) | |
| Jared Michael La Blue | Registered representative | Aug 2020 (6y) | ||
| Thomas Lucius Lowish | Registered representative | CFP | Apr 2022 (4y) | |
| Brandon Geoffry Kurz | Registered representative | CFP | Dec 2023 (3y) |
Undisclosed: 0% – 30% 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 (6, $12.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dfi Venture Fund I, Lp | Private Equity Fund | $4.8M | $50.0K | 71 |
| Dfi Venture Fund Ii, Lp | Private Equity Fund | $3.6M | $25.0K | 100 |
| Diversifi Ventures Fund Iv, Lp | Private Equity Fund | $2.7M | $25.0K | 59 |
| Diversifi Ventures Openai Spvi, A Series Of Cgf2021 Llc | Private Equity Fund | $845K | $100K | 23 |
| Diversifi Ventures Figma Spv I Oct 2024, A Series Of Cgf2021 Llc | Private Equity Fund | $0 | $25.0K | 18 |
| Diversifi Ventures Groq Spv I Oct 2024, A Series Of Cgf2021 Llc | Private Equity Fund | $0 | $25.0K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 4.3 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
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $635M (95% of AUM) Jul 2026
- Carta, Inc. $5.1M (2% of AUM) Dec 2022
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: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗