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Diamond Client Group, LLC

● SEC registered since 2025CRD 310570SEC# 801-132329The Woodlands, TX
Export (members)
Reg. AUM
$117.3M
Employees
8
Accounts
628
Location
The Woodlands, TX

Diamond Client Group, LLC assets under management

Diamond Client Group, LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2025. It reports $117.3 million in regulatory assets under management and employs 8 people.

Diamond Client Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Curtis Cheatham ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2022
Lucas Wayne Cheatham ControlManaging MemberOver 75%2016

Frequently asked questions

How much does Diamond Client Group, LLC manage?

Diamond Client Group, LLC reports $117.3 million in regulatory assets under management on its Form ADV.

How many employees does Diamond Client Group, LLC have?

Diamond Client Group, LLC reports 8 employees.

Where is Diamond Client Group, LLC located?

Diamond Client Group, LLC is based in The Woodlands, TX and has been SEC-registered since 2025.

Does Diamond Client Group, LLC disclose fund performance?

Diamond Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380
Phone832-319-1555
Fax832-319-1555
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$66.7M
Non-discretionary$50.6M
Total (RAUM)$117.3M