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Diversified Portfolio Management, LLC (Dodge City)


Diversified Portfolio Management, LLC is an adviser based in Dodge City. It manages $62.22 million of regulatory assets for 560 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Kansas, Louisiana, Nebraska, and Texas.

Diversified Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Diversified Portfolio Management: assets under management

The assets under management (AUM) of Diversified Portfolio Management, LLC is $62.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Diversified Portfolio Management, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Larry Curtis Cook Member 1 Jan 2009 25% - 50% 4470317
Elwood Kent Smoll Member 1 Jan 2011 50% - 75% 4320428
Carolyn Rose Banning Member 1 Jan 2011 50% - 75% 4321116

Based in Dodge City

The principal office where Diversified Portfolio Management, LLC performs its advisory services is located at 2410 Central Avenue, Dodge City, KS 67801, which is also the mailing address of the firm. An additional office of the firm is in Greensburg, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 620-225-6100 or by fax 620-225-5007. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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