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DIAMOND HEAD FINANCIAL ADVISORS LLC

Advisory

HI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in HI
#41
of 51 advisers by AUM
Average account
$703K
across 74 accounts
AUM per adviser
$52M
1 advisers
Filing history
6
filings since 2008

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$52M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingDec 15, 2008
Latest FilingMar 30, 2026
Full AUM trend chart and 6 historical filings spanning 18+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, HI, MD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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