RIA Intelligence

DIAMOND CLIENT GROUP, LLC

CRD #310570 SEC #801-132329 THE WOODLANDS, TX 832-319-1555
SEC Registered
Total AUM
$117.3M
Discretionary
$66.7M
Employees
9
Clients
26
Accounts
628

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 1, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Cheatham, Brian, CurtisICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERNA Control
Cheatham, Brian, CurtisICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERNA Control
Cheatham, Brian, CurtisICHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICERNA Control
CHEATHAM, LUCAS, WAYNEIMANAGING MEMBERE Control
CHEATHAM, LUCAS, WAYNEIMANAGING MEMBERE Control
CHEATHAM, LUCAS, WAYNEIMANAGING MEMBERE Control

Registrations

Federal

IA
Oct 1, 2025 REGISTERED

Notice Filings (5)

LA PA TN TX VA

Address

9595 SIX PINES DRIVE
SUITE 6200
THE WOODLANDS, TX 77380
United States
Phone: 832-319-1555