Diaz Verson Capital Investments LLC (Columbus)

Name: Diaz Verson Capital Investments LLC
Address: 260 Brookstone Centre Pkwy, Columbus, GA, 31904
Telephone: 706-660-1150

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.

Diaz Verson Capital Investments: assets under management

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 firm manages $161.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.29 million each.

Fees & Commissions

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.

Careers at Diaz Verson Capital Investments LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Salvatore Diazverson	President	1 Oct 1991	75% - 100%	2198675
Salvador Diazverson	President	1 Oct 1991	75% - 100%	2198675
Michael Kernieham Majure	Executive vice-president	1 Jan 1992	Other	2204853
Scott Mitchell Koser	Vice-president	1 Oct 1992	Other	4380622
Wendy Watson Massey	Compliance officer / vp	1 Oct 2004	Other	1572728

Based in Columbus

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.