Investment adviser · CRD 118261
DIVERSIFIED FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
TOWN AND COUNTRY, MO, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $586M Form ADV · Item 5.F
- Client accounts
- 846 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 131 | $386,400,052 | 66.0% |
| Individuals | 475 | $124,543,474 | 21.3% |
| High-net-worth individuals | 35 | $74,946,330 | 12.8% |
Filing source
Form ADV 2126555 · Aug 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
14323 SOUTH OUTER FORTY RD, SUITE 210 SOUTHTOWN AND COUNTRY, MO, 63017, United States
CRD 118261
Filing source
Form ADV 2126555 · Aug 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.