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Diversified Capital Group

Updated today

Client assets under management

$36,845,702

Clients

78

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

39

Typical

Average account size

$472,381

About

Diversified Capital Group provides discretionary investment advisory and asset management services to individual and high-net-worth clients. As of December 31, 2025 the firm managed about $36.8 million across roughly 78 client accounts and is staffed by a two-advisor team that charges percentage-of-assets fees for portfolio management.

The firm employs a broad mix of analytic approaches — including fundamental, technical, quantitative and qualitative analysis — and implements strategies ranging from strategic and tactical asset allocation to individual equities, fixed income, mutual funds, ETFs, options and other derivatives; portfolios are monitored and rebalanced on an ongoing basis. Firm policy generally limits client-imposed investment restrictions (with exceptions handled case-by-case), and advisors may retain legacy holdings for tax or fit considerations.

Compared with many peers, this small, supported advisory practice combines a relatively low AUM level with use of more advanced tools and instruments (including quantitative models and inverse/leveraged ETFs and futures) and operates exclusively on a discretionary basis. The brochure also discloses that a firm principal is a licensed insurance professional who may earn separate commission income from insurance sales, a potential conflict of interest the firm notes and discloses.

Client services

Portfolio management

Expertise

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing

Fee options

Percentage

$0 - $500,000: 1.75% $500,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% Over $5,000,000+: 0.75%

Commissions

Commission-based compensation possible for insurance products sold by a licensed insurance professional associated with the firm, separate from advisory fees

Other

Fee-only: Fee-only advisory services; no commissions on securities sales in advisory accounts

Main office location

Diversified Capital Group

Granite Bay CA, United States

Number of offices

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul L

Series 63, Series 65

Granite Bay, CA

Diversified Capital Group

Paul Laughton is a financial advisor at Diversified Capital Group in Granite Bay, CA, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Diversified Capital Management LLC since 2007. Outside of his advisory role, he serves as president and agent of record for the Trapper's Crossing Subdivision Owners Association, a homeowners association in Park City, UT. Diversified Capital Group provides discretionary investment advisory and asset management services to individual and high-net-worth clients, managing approximately $32 million in assets across about 81 client relationships. The firm employs a combination of fundamental, technical, quantitative, and qualitative analyses alongside Modern Portfolio Theory to construct and monitor tailored portfolios that may include stocks, bonds, mutual funds, ETFs, options, and other securities.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing
user avatar

Nicholas L

Series 65

Dublin, CA

Diversified Capital Group

Nicholas Laughton is a financial advisor at Diversified Capital Group with a Series 65 credential and three years of industry experience. He has worked at Diversified Capital Management, LLC since 2022 and has held a concurrent position at Mi-GSO PCUBED since 2017. Diversified Capital Group provides discretionary investment advisory and asset management services to individual and high-net-worth clients, managing portfolios that include a variety of public and private securities. The firm employs multiple analysis methods alongside Modern Portfolio Theory to construct and monitor tailored investment strategies, and it offers access to complex investment options such as derivatives and private equity.

Active portfolio management Passive / index investing Options & derivatives strategies Real estate investing
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