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They include 1,154 individual clients, 828 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Diversified Enterprises offer?","answer":"Diversified Enterprises provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.","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":"Which custodians does Diversified Enterprises use?","answer":"Diversified Enterprises’ separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $1.91B and Charles Schwab & Co., Inc. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Diversified Enterprises have?","answer":"Diversified Enterprises has 25 investment adviser representatives registered with state securities authorities, out of 53 employees, and 34 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are 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 Diversified Enterprises invest in?","answer":"At the end of its last fiscal year, Diversified Enterprises’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. 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