Diamond Client Group, LLC
● SEC registered since 2025CRD 310570SEC# 801-132329The Woodlands, TX
Reg. AUM
$185.8M
Employees
11
Accounts
714
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 $185.8 million in regulatory assets under management and employs 11 people.
Diamond Client Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobby Don Boyce Control | Chief Compliance Officer | Under 5% | 2026 |
| Brian Curtis Cheatham Control | Chief Operating Officer | Under 5% | 2022 |
| Lucas Wayne Cheatham Control | Managing Member/Ceo | Over 75% | 2016 |
Frequently asked questions
How much does Diamond Client Group, LLC manage?
Diamond Client Group, LLC reports $185.8 million in regulatory assets under management on its Form ADV.
How many employees does Diamond Client Group, LLC have?
Diamond Client Group, LLC reports 11 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
| Address | 9595 Six Pines Drive, Suite 6200, The Woodlands, TX 77380 |
| Phone | 832-319-1555 |
| Fax | 832-319-1555 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.8M▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$185.8Mregulatory AUM
Discretionary $99.8MNon-discretionary $86M