This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$144MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$144M

Private client RAUM

$140MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$18.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

8

Offices

2Schedule D 1.F, beyond the principal office

Accounts

985

Individual clients

359

High net worth clients

70

Custody, client assets

$127M

SEC number

801-135478

CRD

334743

Filings on the tape

5

First filed

Mar 17, 2026

Latest filed

Aug 25, 2026

Organised

Limited Liability Company, IA

• Occurred

  Nov 26, 2025
  Team lift-out

  2 advisors left Osaic Wealth, Inc. (Rochester, MN) for Van Diest Capital a day apart

  Form ADVobserved 6 days ago
  2 advisors
• Occurred

  Nov 26, 2025
  Team lift-out

  3 advisors left Osaic Wealth, Inc. (Webster City, IA) for Van Diest Capital on the same day

  Form ADVobserved 6 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e48fda4f-0598-ef60-c467-a08e7212b609

First observed

Mar 17, 2026

Last observed

Aug 25, 2026 27 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.