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DIVERSIFI CAPITAL INC

LOS ALTOS, CA · CRD 242788 · IAPD ↗ · diversificapital.com · 650-632-5667

$671.4MRegulatory AUM
9Advisory reps
13Employees
269Clients
251-500Planning clients
22Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — DIVERSIFI CAPITAL LLC is now doing business as DIVERSIFI CAPITAL INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — DIVERSIFI CAPITAL LLC crossed $500M in regulatory AUM ($456.9M -> $671.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
69
March 2025 — DIVERSIFI CAPITAL LLC reported RAUM up 59% ($287.6M -> $456.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — DIVERSIFI CAPITAL LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — DIVERSIFI CAPITAL LLC reported RAUM up 27% ($226.5M -> $287.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — DIVERSIFI CAPITAL LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.