DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Diamond Hill Capital Management, LLC
Latest filing Aug 19, 2026
First filing on the tape Mar 1, 2012 · 34 filings
SEC status approved since Jun 2, 1988
RAUM
$29B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$5.8M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$7.3B
derived; firm RAUM over IAPD count
Employees
120
42 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$29B as of Aug 19, 2026
Mar 1, 2012$8.7B then
HNW client RAUM$5.8M as of Aug 19, 2026
Feb 28, 2018$27.2M then
State-registered IARs (5.B.3)4 as of Aug 19, 2026
Mar 15, 20133 then
Employees (5.A)120 as of Aug 19, 2026
Mar 15, 201370 then
Private funds1 as of Aug 19, 2026
Mar 1, 20124 then
RAUM -2.1% over the last fiscal year+5.9% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Aug 19, 2026; every figure names its basis
- RAUM per advisor
- $7.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 4derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $530,984derivedHNW RAUM over HNW clients
- Average account
- $9.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 30.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -53%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $31.0M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$22B74%
- Pooled investment vehicles$2.6B8.9%
- Other investment advisers$2.4B8.1%
- Pension and profit-sharing plans$994M3.4%
- State and municipal entities$571M1.9%
- Corporations and businesses$530M1.8%
- Charitable organizations$336M1.1%
- Insurance companies$133M0.5%
- High-net-worth individuals$5.8M0.0%
- Individual clients
- 5reported
- HNW clients
- 11reported
- Pension plan clients
- 15reported
- Charitable clients
- 29reported
- Accounts
- 3,192reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $2.0B managedreported
- Custody of client assets
- $31.0M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.91 institutional_share=0.07 related_bd=false related_bank=false bd_reps=32.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jo Ann Quinif | Columbus, Oh | Oct 31, 2019 | 23 y | 2 |
| Patrick Daniel Trencansky | Columbus, Oh | Nov 18, 2019 | 15 y | 1 |
| Mark A. Theado | Columbus, Oh | Apr 20, 2022 | 13 y | 2 |
| Christopher Stephen Mccarry | Columbus, Oh | Feb 18, 2025 | 24 y | 4 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jason Richard Job to Vela Investment Management, LLCOct 31, 2019 · Other
Joined, latest
- Christopher Stephen Mccarry from Chandler Asset Management IncFeb 18, 2025 · Other
- Mark A. Theado from J.P. Morgan Securities LLCApr 20, 2022 · Other
- Patrick Daniel Trencansky from Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 18, 2019 · Other
- Jo Ann Quinif from Ariel Investments, LLCOct 31, 2019 · Other
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Diamond Hill Investment Partners, L.P.no longer reported | Hedge Fund | $138M | 47 | Mar 1, 2012 |
| Diamond Hill Master Fund, L.P.no longer reported | Hedge Fund | $78.2M | 8 | Mar 1, 2012 |
| Diamond Hill Micro Cap Fund, LP | Hedge Fund | $20.8M | 13 | Feb 28, 2022 |
| Diamond Hill Research Partners, L.P.no longer reported | Hedge Fund | $13.2M | 40 | Mar 1, 2012 |
| Diamond Hill High Yield Fund, L.P.no longer reported | Hedge Fund | $10.1M | 5 | Mar 4, 2015 |
| Diamond Hill International Equity Fundno longer reported | Hedge Fund | $3.6M | 4 | Feb 28, 2018 |
| Diamond Hill Valuation-Weighted 500, L.P.no longer reported | Hedge Fund | $3.5M | 2 | Mar 15, 2013 |
| Diamond Hill Global Fund, L.P.no longer reported | Hedge Fund | $2.2M | 2 | Mar 1, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Ann Alyssa Bentz · Chief Compliance Officercontrolsince 05/2024 · owns less than 5%
- Heather Brilliant · Chief Executive Officercontrolsince 09/2019 · owns less than 5%
- Edward Thomas Line · Chief Financial Officer And Treasurercontrolsince 01/2015 · owns less than 5%
- Ann Jo Quinif · President And Chief Client Officercontrolsince 03/2023 · owns less than 5%
Entity owners
- Diamond Hill Investment Group, Inc. · Parent Companydirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- Diamond Hill Fund Gp, LLCpooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · DIAMOND HILL CAPITAL MANAGEMENT INC to DIAMOND HILL CAPITAL MANAGEMENT, LLCMay 22, 2026 to Aug 19, 2026
- Succession · true to falseMay 22, 2026 to Aug 19, 2026
- Legal name · DIAMOND HILL CAPITAL MANAGEMENT INC to DIAMOND HILL CAPITAL MANAGEMENT, LLCFeb 27, 2026 to May 22, 2026
- Organization form · Corporation to Limited Liability CompanyFeb 27, 2026 to May 22, 2026
- Succession · false to trueFeb 27, 2026 to May 22, 2026
- Accounts · 3,811 to 3,192Jul 1, 2025 to Feb 27, 2026
- Advisory employees · 44 to 42Jul 1, 2025 to Feb 27, 2026
- BD registered reps · 36 to 32Jul 1, 2025 to Feb 27, 2026
- Charity clients · 34 to 29Jul 1, 2025 to Feb 27, 2026
- Corporate clients · 20 to 14Jul 1, 2025 to Feb 27, 2026
- HNW clients · 21 to 11Jul 1, 2025 to Feb 27, 2026
- Individual clients · 13 to 5Jul 1, 2025 to Feb 27, 2026
- Pension plan clients · 17 to 15Jul 1, 2025 to Feb 27, 2026
- Pooled vehicle clients · 9 to 10Jul 1, 2025 to Feb 27, 2026
- Assets in custody · $27.3M to $31.0MJul 1, 2025 to Feb 27, 2026
- Employees · 127 to 120Jul 1, 2025 to Feb 27, 2026
- State-registered IARs · 3 to 4Jul 1, 2025 to Feb 27, 2026
- Discretionary RAUM · $30B to $29BJul 1, 2025 to Feb 27, 2026
- HNW RAUM · $6.4M to $5.8MJul 1, 2025 to Feb 27, 2026
- Pension RAUM · $1.0B to $994MJul 1, 2025 to Feb 27, 2026
- Pooled vehicle RAUM · $2.7B to $2.6BJul 1, 2025 to Feb 27, 2026
- RAUM · $30B to $29BJul 1, 2025 to Feb 27, 2026
- Wrap assets (manager) · $2.4B to $2.0BJul 1, 2025 to Feb 27, 2026
- Financial planning clients · unset to Feb 28, 2025 to Jul 1, 2025
- Accounts · 3,832 to 3,811Nov 4, 2024 to Feb 28, 2025
- Advisory employees · 45 to 44Nov 4, 2024 to Feb 28, 2025
- BD registered reps · 35 to 36Nov 4, 2024 to Feb 28, 2025
- Charity clients · 47 to 34Nov 4, 2024 to Feb 28, 2025
- Corporate clients · 24 to 20Nov 4, 2024 to Feb 28, 2025
- HNW clients · 26 to 21Nov 4, 2024 to Feb 28, 2025
- Individual clients · 14 to 13Nov 4, 2024 to Feb 28, 2025
- Pension plan clients · 26 to 17Nov 4, 2024 to Feb 28, 2025
- Pooled vehicle clients · 8 to 9Nov 4, 2024 to Feb 28, 2025
- Assets in custody · $20.8M to $27.3MNov 4, 2024 to Feb 28, 2025
- Employees · 129 to 127Nov 4, 2024 to Feb 28, 2025
- Discretionary RAUM · $27B to $30BNov 4, 2024 to Feb 28, 2025
- HNW RAUM · $5.7M to $6.4MNov 4, 2024 to Feb 28, 2025
- Pension RAUM · $1.4B to $1.0BNov 4, 2024 to Feb 28, 2025
- Pooled vehicle RAUM · $2.0B to $2.7BNov 4, 2024 to Feb 28, 2025
- RAUM · $27B to $30BNov 4, 2024 to Feb 28, 2025
Signals
7 dated events
- Diamond Hill Capital Management Inc reported succeeding to the business of Diamond Hill Capital Management Inc (Form ADV Item 4)May 22, 2026 · Succession (Item 4) · fact
- Ann Alyssa Bentz (Chief Compliance Officer) appeared on Schedule A of Diamond Hill Capital Management, LlcMay 1, 2024 · Control person joined · fact
- Richard Gary Young (Chief Compliance Officer) no longer on Schedule A of Diamond Hill Capital Management, Llc (listed 2024-02-28, absent 2024-05-01)May 1, 2024 · Control person left · inference
- Ann Jo Quinif (President And Chief Client Officer) appeared on Schedule A of Diamond Hill Capital Management, LlcFeb 28, 2024 · Control person joined · fact
- M. Christopher Bingaman (Chief Executive Officer And President) no longer on Schedule A of Diamond Hill Capital Management, Llc (listed 2019-04-05, absent 2019-09-03)Sep 3, 2019 · Control person left · inference
- Heather Brilliant (Chief Executive Officer And President) appeared on Schedule A of Diamond Hill Capital Management, LlcSep 3, 2019 · Control person joined · fact
- Marie Lisa Wesolek (Chief Operating Officer) no longer on Schedule A of Diamond Hill Capital Management, Llc (listed 2018-03-02, absent 2019-01-02)Jan 2, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/DIAMOND-HILL-INVESTMENTSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- DIAMOND-HILL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 614-255-3333reportedpublic record, Form ADV, Aug 19, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $7.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026