Data / Investment advisers / Texas / Diamond Client Group, LLC
Diamond Client Group, LLC, The Woodlands, TX: $186 million AUM, SEC registered investment adviser
Diamond Client Group, LLC is an SEC registered investment adviser with its main office in The Woodlands, Texas and reports $186 million in regulatory assets under management in its Form ADV filed March 21, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310570
- SEC file number
- 801-132329
- SEC status
- Approved, effective April 4, 2025
- Main office
- 9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380
- Phone
- (832) 319-1555
- Regulatory AUM
- $185,808,906 in the Form ADV filed March 21, 2026
- Discretionary AUM
- $99,823,564
- Non discretionary AUM
- $85,985,342
- Accounts
- 714
- Employees
- 11, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 180 | $117.2 million |
| Corporations or other businesses | 41 | $43.7 million |
| Individuals (other than high net worth individuals) | 187 | $18.2 million |
| Other investment advisers | 19 | $6.2 million |
| Charitable organizations | 9 | $409,817 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $185.8 million | March 21, 2026 |
| December 1, 2025 | $117.3 million | October 1, 2025 |
Other advisers in The Woodlands
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Threadgill Financial, LLC | The Woodlands | $399.4 million | Not listed | adviserinfo.sec.gov |
| Awm Financial Services Inc. | The Woodlands | $320.6 million | Not listed | adviserinfo.sec.gov |
| Legacy Capital | The Woodlands | $273.4 million | Not listed | adviserinfo.sec.gov |
| Position Wealth | The Woodlands | $242.1 million | Not listed | adviserinfo.sec.gov |
| Cooksen Wealth, LLC | The Woodlands | $206.2 million | Not listed | adviserinfo.sec.gov |
| White Wing Wealth Management, LLC | The Woodlands | $182.8 million | Not listed | adviserinfo.sec.gov |
| Newport Global Advisors L.P. | The Woodlands | $174.8 million | 5 | adviserinfo.sec.gov |
| Bison Investment Advisors, LLC | The Woodlands | $157.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in The Woodlands, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Diamond Client Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.