Advisors at this firm
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.
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.