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Diveley Lind & Associates LLC (Mt. Sidney)


Diveley Lind & Associates LLC is an adviser based in Mt. Sidney. It manages $64.22 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.




Diveley Lind & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Diveley Lind & Associates: assets under management

The assets under management (AUM) of Diveley Lind & Associates LLC is $64.22 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.48 million in discretionary accounts and $2.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.32 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.37 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Diveley Lind & Associates LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mt. Sidney

The principal office where Diveley Lind & Associates LLC performs its advisory services is located at 253 Morningside Dr., Mt. Sidney, VA 24467 The mailing address of the firm is P.O. Box 128, Ft. Defiance, VA 24437 0128. An additional office of the firm is in Weyers Cave, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-248-2275 or by fax 540-242-3198. The normal business hours are by appointment on Other.


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