SourcingSourcing

DIESSLIN GROUP, INC.

A70
CRD 110557·SEC 801-31827·FORT WORTH, TX
AUM
$696.3M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIESSLIN GROUP, INC.
CRD
110557
SEC file #
801-31827
EIN
752147356
DBA names
—

Economics

AUM
$696.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$799.8M → $696.3M▼ -13%
Client mix
Individuals High Net Worth147
Individuals Other133
Charitable Organizations3
Banking Institutions2
Pooled Investment Vehicles1

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
diesslin.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FARR, NORMAN, RICHARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
FARR, NORMAN, RICHARD
GRAY, SHAWN, LOYD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DIESSLIN.COM
Rdap Domain Creation Date
1996-09-23T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002108559
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-25
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002108559-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab18
E*trade4
Edgar Addresses
Mailing
425 HOUSTON STSTE 500FORT WORTH, TX 76102
Business
425 HOUSTON STSTE 500FORT WORTH, TX 76102
Edgar EIN
752147356
Edgar Recent Filings
13F-HR2026-04-21 · 0002108559-26-000003
13F-HR2026-02-25 · 0002108559-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-22T04:00:00Z
Rdap Domain Last Changed
2025-08-26T15:08:32Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
854292
Trust Company Affiliate
No

People (6)

6
FARR, NORMAN, RICHARD
IAR · Direct Owner · 62.5%
854292
GRAY, SHAWN, LOYD
Direct Owner · 62.5%
5906220
Partin, Olivia, Fox
IAR · Executive Officer · 2.5%
7800585
REASOR, SCOTT, BARTLETT
IAR · Executive Officer · 2.5%
4571158
Michel, Mark, Michael
IAR · Executive Officer · 2.5%
7471882
Luke Erroll Hockett
IAR
7597803