{"url":"https://nivawealth.com/firms/diesslin-group-110557","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110557","regulatoryAum":696317975,"crd":"110557","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"854292","suffix":null,"lastName":"FARR","firstName":"NORMAN","middleName":"RICHARD"},{"crd":"8327399","suffix":null,"lastName":"Glasman","firstName":"Jacob","middleName":"Michael"},{"crd":"7597803","suffix":null,"lastName":"Hockett","firstName":"Luke","middleName":"Erroll"},{"crd":"7471882","suffix":null,"lastName":"Michel","firstName":"Mark","middleName":"Michael"},{"crd":"7800585","suffix":null,"lastName":"Partin","firstName":"Olivia","middleName":"Fox"},{"crd":"4571158","suffix":null,"lastName":"REASOR","firstName":"SCOTT","middleName":"BARTLETT"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-28","regulatoryAum":726883840,"clients":312,"employees":14,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":730185764,"clients":308,"employees":12,"offices":1},{"filedOn":"2023-04-06","regulatoryAum":583398133,"clients":292,"employees":12,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":622966444,"clients":270,"employees":12,"offices":1},{"filedOn":"2025-04-02","regulatoryAum":621330033,"clients":263,"employees":12,"offices":1},{"filedOn":"2026-08-25","regulatoryAum":696317975,"clients":286,"employees":12,"offices":1}],"secFileNumber":"801-31827","legalName":"Diesslin Group, Inc.","displayName":"Diesslin Group","slug":"diesslin-group-110557","website":"https://diesslin.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1980","organization":"Texas other (specify)","fiscalYearEnd":"December","headquarters":{"street":"425 Houston Street, Suite 500","city":"Fort Worth","state":"TX","stateName":"Texas","country":"United States","postalCode":"76102-7411"},"tradeNames":[],"registration":{"secApproved":"28 April 1988","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2333471.410714286,"staff":{"employees":12,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":696317975,"discretionary":642628433,"discretionaryAccounts":981,"nonDiscretionary":53689542,"nonDiscretionaryAccounts":136,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":133,"regulatoryAum":52989608},{"label":"High-net-worth individuals","clients":147,"regulatoryAum":600382387},{"label":"Banking or thrift institutions","clients":2,"fewerThan5":true,"regulatoryAum":2680268},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":391805},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":39873907}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014423","versionId":1014423,"ratePeriod":"not_stated","fee_billing":null,"submittedOn":"2026-03-04","documentName":"FORM ADV PART 2A BROCHURE - 2026","fee_rate_low":0.15,"fee_rate_high":1,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"529 account management","summary":"Managed 529 accounts are charged 0.10% of total market value a year, billed quarterly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014423","versionId":1014423,"submittedOn":"2026-03-04","documentName":"FORM ADV PART 2A BROCHURE - 2026"},{"role":"other","program":"Annuity services","summary":"Managed annuities are charged the lesser of 0.5% of market value or the fee from adding them to managed assets; 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They include 147 high-net-worth individuals, 133 individual clients and 3 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Diesslin Group offer?","answer":"Diesslin Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Diesslin Group charge?","answer":"Diesslin Group charges 0.15%–1.00% for its Asset Management. The brochure does not state whether the rate is annual.","source":"FORM ADV PART 2A BROCHURE - 2026, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Diesslin Group use?","answer":"Diesslin Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $580M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Diesslin Group have?","answer":"Diesslin Group has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Diesslin Group invest in?","answer":"At the end of its last fiscal year, Diesslin Group’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 10% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Annuities. It advises 2 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Diesslin Group?","answer":"Diesslin Group’s direct owners are Shawn Gray (50% to 75%) and Norman Farr (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 25 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Diesslin Group get paid?","answer":"Diesslin Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Diesslin Group registered with the SEC?","answer":"Yes, Diesslin Group has been registered with the SEC as an investment adviser since 28 April 1988. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}