Chief Compliance Officer · Diamond Client Group, LLC
Bobby D. Boyce
CRD 4614782 · Named on Form ADV at one SEC-registered adviser
At a glance
Diamond Client Group, LLC, an SEC-registered wealth manager based in The Woodlands, TX with $186 million in regulatory assets, lists Bobby D. Boyce on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Diamond Client Group, LLCChief Compliance OfficerWealth manager · The Woodlands, TX · $186M in regulatory assets
AtlasMembers
Bobby’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Lucas W. CheathamManaging Member/ceo, Diamond Client Group, LLC
- Brian C. CheathamChief Operating Officer, Diamond Client Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bobby’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.