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The Dienekes Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,203,188
Clients
2
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$601,594
About
The Dienekes Corporation provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm manages approximately $1.2 million across two client accounts and generally requires a $50,000 minimum investment, which it may waive in certain circumstances.
The adviser employs an active, multi-disciplinary investment process using charting, fundamental, technical and cyclical analysis and a proprietary equity model that combines real book value and earnings to establish stock values. Portfolios may include equities, fixed income, currencies, commodities and ETFs and at times use hedging strategies (short positions and options) and leverage.
Noteworthy features include an explicit performance-fee arrangement (a 20% performance allocation available only to Qualified Clients) and the firm’s disclosure that it may establish or manage hedge-fund-style vehicles or offshore funds in the future—arrangements that are uncommon for a firm of this scale. The firm typically exercises discretionary trading authority, may debit advisory fees directly from client accounts, and does not routinely vote proxies absent client request.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
1.50% annually
20.0% of remaining gains in net asset value for Qualified Clients with at least $750,000 AUM or $1,500,000 net worth
Account minimum: $50,000
Main office location
The Dienekes Corporation
Purcellville VA, United States
Number of offices
1
Most active in
The Dienekes Corporation has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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