Adviser Profile
| As of Date | 03/06/2026 |
| Registration status | Registration Changed to VAN DIEST CAPITAL, LLC |
| ADV Location | POLK CITY, IA, United States |
| Contact Info | 515 xxxxxxx |
| Websites |
| AUM* | 144,104,427 |
| of that, discretionary | 144,104,427 100% |
| Number of Employees | 8 700% |
| of those in investment advisory functions | 7 600% |
| Private Fund GAV* | 0 |
| Avg Account Size | 146,299 |
| % High Net Worth | 14.99% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds