Brian Cheatham
Diamond Client Group · The Woodlands, Texas
Brian Cheatham is a fee-only financial advisor at Diamond Client Group in The Woodlands, Texas. Brian focuses on founders (pre-exit), small business owners and tax planning. Diamond Client Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Diamond Client Group |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $185.8M across 714 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 6918524 |
| Exams passed | Series 66 (2019) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | diamondclientgroup.com |
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Questions about Brian
Is Brian Cheatham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Diamond Client Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Diamond Client Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Cheatham based?
Brian Cheatham is based in The Woodlands, Texas.
What does Brian specialize in?
Brian's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and family wealth transfer. Brian works with founders, ultra high net worth and multi-generational families.
Is Brian Cheatham registered with the SEC?
Yes. Brian Cheatham is registered as an investment adviser representative in LA and TX (CRD 6918524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diamond Client Group manage?
Diamond Client Group reports $185.8M across 714 accounts in assets under management.
How do I contact Brian Cheatham?
Through Brian's website, diamondclientgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Diamond Client Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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