Van Diest Capital: new SEC registration, $144M AUM, Polk City, IA
Van Diest Capital (Polk City, Iowa): new SEC registration, $144M AUM, Polk City, IA. Its amount of 144 is above the median of 134 (54th percentile). Dated 245 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 144 · 54th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related IA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Van Diest Capital |
| Legal name | Van Diest Capital, LLC |
| CRD | 334743 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Polk City, IA, United States |
| Regulatory AUM | $144,104,427 |
| Accounts | 985 |
| Employees | 8 |
| Website | https://www.linkedin.com/company/vandiestcapital |
| amount percentile | 54th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (7 IA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IA first): Lane Family Wealth Management · Keystone Wealth Management · Bsc Capital Partners, LLC · Visionx Wealth Partners · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Van Diest Capital and 7 Iowa peers
- Iowa NewRiaPulse records like this one: 7
- Van Diest Capital's amount: 54th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Iowa peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $144M under management.
- Website on file.
What is the NewRiaPulse record for Van Diest Capital in Polk City, Iowa?
Van Diest Capital received SEC registration as an investment adviser (2026-03-04) with $144,104,427 in regulatory assets under management, based in Polk City, IA.
How does Van Diest Capital compare to other Iowa NewRiaPulse records?
Its amount of 144 sits in the upper half (54th percentile) of 1,149 records; the median is 134. It is 245 days old; check the official source for later updates before acting.
Van Diest Capital vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Van Diest Capital | Polk City, IA | 144 | 54th | 2026-03-04 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Iowa NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.