Diaz Verson Capital Investments LLC is a large advisory firm based in Columbus. It manages $161.4 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Diaz Verson Capital Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Diaz Verson Capital Investments LLC is $161.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Diaz Verson Capital Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Salvatore Diazverson has been acting as President since 1 Oct 1991. Wendy Watson Massey joined the executive team most recently as the Compliance Officer / Vp.
The principal office where Diaz Verson Capital Investments LLC performs its advisory services is located at 260 Brookstone Centre Pkwy, Columbus, GA 31904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-660-1150 or by fax 706-660-1215. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at diazverson.com.