David Boardman
Diablo Investment Advisors · Ponte Vedra, Florida
David Boardman is a fee-only financial advisor at Diablo Investment Advisors in Ponte Vedra, Florida, who holds the CFP credential. Diablo Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diablo Investment Advisors |
|---|---|
| Based in | Ponte Vedra, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $42.3M across 53 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL · CRD 5635581 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.diabloinvest.com |
How David's firm compares
- Diablo Investment Advisors's average account is about $798,000, from its Form ADV (assets managed divided by 53 accounts).
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Questions about David
Is David Boardman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Diablo Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Diablo Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Boardman based?
David Boardman is based in Ponte Vedra, Florida.
What credentials does David Boardman hold?
David Boardman holds the CFP credential.
Is David Boardman registered with the SEC?
Yes. David Boardman is registered as an investment adviser representative in CA and FL (CRD 5635581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diablo Investment Advisors manage?
Diablo Investment Advisors reports $42.3M across 53 accounts in assets under management.
How do I contact David Boardman?
Through David's website, www.diabloinvest.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
- 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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