Diamond Client

What Diamond Client does

Diamond Client Group (DCG) is an SEC-registered investment advisory firm headquartered in The Woodlands, Texas, founded in 2016 by Luke Cheatham. The firm serves two primary client segments — business owners seeking strategic CFO-level guidance, and high-net-worth individuals and families requiring integrated wealth management — through a structured 5-step Diamond Process (Introduce, Explore, Advise, Integrate, Refine) spanning discovery, strategy, implementation, and ongoing review. Service offerings include Strategic CFO Services, Proactive Tax Strategies (including R&D credits, cost segregation, donor advised funds), Asset Protection and Treasury Management, Variable Compensation Design, Exit and Transition Planning, Family Office Services, Investment Advice and Execution, Estate Planning, and Advisory Team Oversight.

DCG operates as the lead entity within an integrated 'Three-Headed Monster' platform that includes affiliated companies Good Bull Capital (private credit and private equity for accredited investors), Diamond Client Consulting (operational due diligence, consulting, and accounting for SMBs), and Diamond Counsel (legal entity structuring and asset protection documentation). The firm generates revenue through recurring advisory fees on managed assets, consulting engagements, and episodic private capital placement activity, delivered via scheduled consultations across offices in The Woodlands (HQ), Spring/Houston, and Arkansas. Go-to-market is consultative enterprise field sales supported by a website/lead funnel and referral-based growth, with team members holding designations such as CFP, RICP, CLTC, and LUTCF alongside Series 6, 7, 63, 65, and 66 securities licenses.

No proprietary technology platform, AI/ML systems, or app-based products are disclosed; DCG is positioned as a human-delivered advisory practice with operational technology limited to standard website, CRM, and SEC compliance (Form ADV, Form CRS) infrastructure. The firm is privately held and founder-controlled, with no disclosed external investors and no public revenue or AUM figures.

Name

Diamond Client

Legal name

Diamond Client Group, LLC

Website

https://diamondclientgroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Diamond Client Group is an SEC-registered investment advisory firm serving business owners and high-net-worth individuals with strategic CFO services, tax planning, estate planning, and investment management. It operates through an integrated platform with affiliated private capital, consulting, and legal entities across Texas and Arkansas.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Financial advisory services
• Investment management
• Estate planning
• Business consulting
• Tax planning

Headquarters

HQ city

The Woodlands

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: DCG operates as a Registered Investment Advisor (RIA) providing strategic financial planning and consulting services. Revenue is generated through advisory fees for services including strategic CFO services, tax planning, investment management, estate planning, and asset protection for business owners and high-net-worth individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Diamond Client Group is a Registered Investment Adviser (RIA) providing strategic financial planning and consulting services for business owners and high-net-worth individuals. The firm delivers strategic CFO services, proactive tax strategies, asset protection, exit planning, variable compensation design, and operational planning for businesses, alongside family office services, investment advice and execution, and estate planning for individuals. Operations run through an integrated model with affiliated entities Good Bull Capital and Diamond Client Consulting under founder Luke Cheatham.

Product overview

Diamond Client Group is a financial advisory firm that offers a comprehensive suite of services for business owners and high-net-worth individuals. The core offering consists of Strategic CFO Services, Proactive Tax Strategies, Asset Protection & Treasury Management, Variable Compensation Design, Exit Planning, and Operational Planning. For personal clients, services include Family Office Services, Investment Advice & Execution, Estate Planning, and Advisory Team Oversight. The firm operates as part of an integrated model alongside affiliated companies Good Bull Capital (private credit/equity) and Diamond Client Consulting (operational services), which Luke Cheatham describes as the 'Three-Headed Monster' performance engine for entrepreneurs and investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic CFO Services End-to-end financial and operational consulting services that help business owners solve complex challenges, covering strategic tax planning, cash management, financing, M&A advisory, and operational planning.
• Proactive Tax Strategies Proactive tax reduction strategies for business owners including retirement plan design, dual entity structures, charitable solutions, donor advised funds, estate tax analysis, R&D credits, and cost segregation.
• Asset Protection & Treasury Management Strategic asset protection and treasury management including entity structure review, risk mitigation, asset management, optimization of idle capital, and credit facility review for business owners.
• Exit Planning Business transition and exit planning services including buy/sell planning, business valuation, estate equalization, M&A execution, and transition support for sales to third parties, employees, or family members.
• Variable Compensation Design Employee incentive and retention plans including non-qualified deferred compensation, 409A plans, phantom stock, restricted shares, group benefits, and retirement plan design for key personnel.
• Operational Planning Business operational planning and consulting through affiliated Diamond Client Consulting, including 5-year business plans, annual strategic plans, performance management, governance, and operational due diligence for small to mid-sized enterprises.
• Family Office Services Comprehensive financial planning and consulting for high-net-worth individuals and families, including wealth management, philanthropy coordination, succession planning, and coordination of accounting and legal professionals.
• Investment Advice & Execution Independent registered investment advisor services offering fixed income, private equity, separately managed accounts, tax-managed investments, volatility buffers, and retirement income planning.
• Estate Planning Estate planning services for high-net-worth clients including revocable and irrevocable trust design, legacy planning, estate equalization between siblings, step-up in basis strategies, and will guidance.
• Advisory Team Oversight & Leadership Coordination and leadership of clients' professional advisory teams including attorneys, CPAs, and bankers to ensure continuity and execution of financial plans for high-net-worth individuals and families.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Good Bull CapitalcoreStrategic or Co-development Partner · 1 January 2021Good Bull Capital is an affiliated private equity and private credit firm founded by Luke Cheatham alongside Diamond Client Group in 2021. It provides private credit and private equity opportunities to accredited investors, forming part of the integrated 'Three-Headed Monster' performance engine alongside DCG and Diamond Client Consulting.
• Diamond Client ConsultingcoreStrategic or Co-development Partner · 1 January 2021Diamond Client Consulting is an affiliated company offering world-class operational due diligence, consulting, and accounting services for small to mid-sized enterprises. Founded in 2021 as part of the integrated service model alongside DCG and Good Bull Capital.
• Diamond CounselcoreImplementation/ SI/ Consulting PartnerAffiliated legal team that provides guidance and execution on business structure and legal documentation to protect client assets. DCG refers clients to Diamond Counsel for entity structuring, legal documentation, and business structure matters as part of comprehensive advisory services.
• SEC (U.S. Securities and Exchange Commission)coreOthersDCG is a Registered Investment Advisor (RIA) registered with the SEC. Registration as an RIA enables the firm to provide investment advisory services and manage client assets under regulatory oversight.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Moneta Group: Independent RIA specializing in serving business owners, executives, and HNW families with comprehensive financial planning, investment management, and exit/transition planning. Closely comparable client segment, integrated offering, and consultative delivery model.
• Aspiriant: Independent RIA focused exclusively on HNW individuals and families, providing integrated investment management, tax, estate, and financial planning services. Comparable in client segment, fee-only fiduciary model, and integrated-service approach.
• Corient: Independent, fee-only RIA serving ultra-HNW individuals and families with comprehensive wealth planning, investment management, tax, and family office services. Closely comparable integrated-service model and high-net-worth focus.

Regional players

• Wealth Enhancement Group: Independent wealth management firm focused on HNW clients and business owners, pursuing an aggressive acquisition strategy of regional RIAs. Comparable client focus and integrated service model, but operates as a national consolidator.
• Savant Wealth Management: Mid-sized independent RIA serving HNW individuals, families, and business owners with financial planning, tax, investment, and advisory services. Comparable integrated service offering, with similar firm size and Midwestern/regional orientation.

Broad incumbents

• Carson Group: RIA partnership platform serving financial advisors and their business-owner/HNW clients with coaching, technology, and back-office support. Comparable target client and integrated approach, but operates a partner-ownership model at meaningfully larger scale.
• Mercer Advisors: Large national RIA serving HNW clients with wealth management, tax, estate, and investment services. Operates as a consolidator of smaller RIAs, with a comparable HNW/business-owner focus but materially larger scale and tech infrastructure.
• Edelman Financial Engines: Large independent RIA combining traditional financial planning with a digital advice engine, serving HNW clients and business owners. Comparable in RIA registration and integrated services, with substantially greater scale and technology infrastructure.
• Creative Planning: Large independent RIA serving business owners, HNW families, and institutions with integrated financial planning, tax, and investment services. Operates on a national scale with significantly more AUM and headcount, but with a comparable integrated-service philosophy.

Emerging players

• Sanctuary Wealth: Wealth management platform partnering with select high-producing advisors, including those serving HNW and business-owner segments. Comparable in offering integrated services, but functions as an open-architecture platform for affiliated advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/DiamondClientGroup

Compliance12 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Diamond Client