RIA Intel›Advisers›Florida›DIVERSIFIED CAPITAL CORP.

DIVERSIFIED CAPITAL CORP.

Advisory

FL

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in FL

#1,990

of 2,610 advisers by AUM

Average account

$4M

across 5 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJune

Operates InFL

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

5 clients

3 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

COASTAL WEALTH ADVISORY SERVICES, LLC

$20M

APEX INVESTMENT MANAGEMENT, INC.

$20M

KEYHOUSE ANALYTICS INC.

$21M

AFT FINANCIAL PLANNING LLC

$20M

CAPITAL INVESTMENT SERVICES, INC.

CORAL GABLES, FL

$20M

BHUTA WEALTH MANAGEMENT, LLC

$20M

Get the full picture on DIVERSIFIED CAPITAL CORP.

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

Create a free account →See plans