RIA Intel›Advisers›Ohio›DIAMOND EQUITY ADVISORS, LLC

DIAMOND EQUITY ADVISORS, LLC

Advisory

COLUMBUS, OH

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$121K

across 136 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients95

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

95 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

RUSSO BRUCE EDWARD

$16M

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, INC.

$16M

TIMELESS PORTFOLIO SOLUTIONS, INC.

$17M

ANDREWS WEALTH MANAGEMENT, LLC

$17M

CINCINNATI WEALTH MANAGEMENT, INC.

$16M

$16M

Get the full picture on DIAMOND EQUITY ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DIAMOND EQUITY ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans