Diamond Client Group, Llc
- Regulatory AUM
- $186M
- Discretionary
- $99.8M
- Clients
- 436
- Avg AUM / client
- $426K
- Accounts
- 714
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $18.2M | 9.82% |
| High net worth individuals | 180 | $117M | 63.1% |
| Charitable organizations | 9 | $410K | 0.22% |
| Other investment advisers | 19 | $6.2M | 3.36% |
| Corporations and other businesses | 41 | $43.7M | 23.5% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lucas Wayne Cheatham | Registered representative | Dec 2020 (6y) | ||
| Michael Adam Sitzman | Registered representative | Oct 2021 (5y) | ||
| Brian Curtis Cheatham | Registered representative | Nov 2021 (5y) | ||
| Jeffrey James Savois | Registered representative | Mar 2023 (3y) | ||
| William Edward Grant | Registered representative | Mar 2023 (3y) | ||
| David Ray Luedecke | Registered representative | Dec 2023 (3y) | ||
| Jonathan Rowe Salvato | Registered representative | CFP | Aug 2024 (2y) | |
| Andre James Baldanza | Registered representative | Nov 2024 (2y) | ||
| Caeden Goering | Registered representative | Sep 2025 (1y) |
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) | 03/21/2026 | 1.22 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $85.3M (46% 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 21, 2026.
View current Form ADV (SEC/IAPD) ↗