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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BK

Brandon G. Kurz

DIVERSIFI CAPITAL
Los Altos, CA 94022
Some features on this profile are disabled
CRD#: 6091298
BK

Professional summary

Brandon Geoffry Kurz, CFP®, who also goes by Brandon Kurz, is a registered financial advisor currently at DIVERSIFI CAPITAL LLC located in Los Altos, California.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brandon has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon Kurz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Geoffry Kurz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

July 10, 2020 - Present

DIVERSIFI CAPITAL LLC

Office #1: 4546 El Camino Real B10 #1013, Los Altos, CA 94022
RIA
CRD#: 242788
Los Altos, CA
Past

September 12, 2018 - October 21, 2020

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Newport Beach, CA
Past

March 7, 2016 - June 14, 2018

ALDRICH WEALTH LP

RIA
CRD#: 147200
San Diego, CA
Past

January 5, 2016 - February 22, 2016

DRAGON FINANCIAL GROUP

RIA
CRD#: 282113
SAN MATEO, CA
Past

July 22, 2014 - February 22, 2016

DRAGON FINANCIAL GROUP

RIA
CRD#: 157936
SAN MATEO, CA
Past

February 8, 2013 - February 28, 2013

TEXAS E&P PARTNERS, INC.

BD
CRD#: 127228
NEWPORT BEACH, CA
Past

October 2, 2012 - January 2, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
IRVINE, CA
Past

August 24, 2012 - January 2, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DIVERSIFI CAPITAL LLC
COMPASS CAPITAL MANAGEMENT GROUP LLC | DIVERSIFI CAPITAL LLC

CRD#: 242788 / SEC#: 801-121391

RIA
Registered Investment Advisory firm - (6/3/2021 Approved)
California
Registered Investment Advisory firm - (7/22/2021 Terminated)
District of Columbia
Registered Investment Advisory firm - (6/22/2021 Terminated)
Texas
Registered Investment Advisory firm - (6/22/2021 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/10/2020)
IAR
Texas
(12/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2012
General Securities Representative Examination

Current Firm

DC
DIVERSIFI CAPITAL LLC
COMPASS CAPITAL MANAGEMENT GROUP LLC | DIVERSIFI CAPITAL LLC

CRD#: 242788 / SEC#: 801-121391

RIA
Registered Investment Advisory firm - (6/3/2021 Approved)
California
Registered Investment Advisory firm - (7/22/2021 Terminated)
District of Columbia
Registered Investment Advisory firm - (6/22/2021 Terminated)
Texas
Registered Investment Advisory firm - (6/22/2021 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4546 El Camino Real B10 #1013, Los Altos, CA 94022
Mailing Address
Phone number
(650) 632-5667
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- DIVERSIFI CAPITAL LLC (1/13/2026)

Regulatory assets under management

Total Number of Accounts821
AUM (Assets Under Management)$ 456,940,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVERSIFI CAPITAL LLC

CRD#: 242788Los Altos, CA 94022

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