Diamond Hill Capital Management Inc (Columbus)

Name: Diamond Hill Capital Management Inc
Address: 325 John H. Mcconnell Blvd., Columbus, OH, 43215
Telephone: 614-255-3333

Diamond Hill Capital Management Inc is a large advisory firm based in Columbus. It manages $19.11 billion of regulatory assets for 2,895 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 15 other states.

Diamond Hill Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, 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.

Diamond Hill Capital Management: assets under management

The assets under management (AUM) of Diamond Hill Capital Management Inc is $19.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 58335% since the beginning of its operation, and $604.38 million of the total AUM is attributable to clients outside of the United States.

The firm manages $19.11 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.6 million each.

Diamond Hill Capital Management has custody of $89.39 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Diamond Hill Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Christopher M. Bingaman serves?

The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Christopher M. Bingaman is investment companies with 20 clients and $14.6 billion of assets under management. Among the 10 most similar advisory firms, Diamond Hill Capital Management has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $19.11 billion for 2,895 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Diamond Hill Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Diamond Hill Capital Management Inc

The company employs 125 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Christopher M. Bingaman has been acting as President since 1 Jan 2014. Heather Brilliant joined the executive team most recently as the Chief Executive Officer And President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Diamond Hill Investment Group	Parent company	1 Jan 1993	75% - 100%	65-0190407
Inc. Formerlly The Banc Stock Group Inc. Diamond Hill Investment Group	Parent company	1 Jan 1993	75% - 100%	65-0190407
Anthony Joachim Reilly	Pres. bsfs/dir. financial institutions	1 Jun 1996	Other	2206393
Roderick H. Dillon	Chief executive officer	1 May 2000	Other	4399285
Thomas P. Schindler	Investment analyst	1 May 2000	Other	4399293
William P. Zox	Investment analyst	1 Jan 2001	Other	4399296
Sandra Lee Quinn	V.p./corporate sec./dir. of compliance	1 Jan 2001	Other	2346622
Thomas Calloway Robertson	Managing director	1 Jan 2001	Other	4466095
Christopher M. Bingaman	Investment analyst, cfa	1 Apr 2001	Other	4494564
James Francis Laird	Chief financial officer	1 Jul 2001	Other	1513169
Kent Kagay Rinker	Fixed income portfolio manager	1 May 2002	Other	726915
Charles Spencer Bath	Managing director-equities	1 Sep 2002	Other	1496894
Richard William Moore	Portfolio manager, cfa	1 Apr 2003	Other	1067414
James Francis Laird	Chief compliance officer	1 Oct 2004	Other	1513169
Gary Richard Young	Chief compliance officer	1 Oct 2010	Other	5860199
Lisa Marie Wesolek	Chief operating officer	1 Jan 2014	Other	3146812
Christopher M. Bingaman	President	1 Jan 2014	Other	4494564
Thomas Edward Line	Chief financial officer, treasurer	1 Jan 2015	Other	4334606
Christopher M. Bingaman	Chief executive officer and president	1 Jan 2016	Other	4494564
Heather Brilliant	Chief executive officer and president	1 Sep 2019	Other	6857235

Based in Columbus

The principal office where Diamond Hill Capital Management Inc performs its advisory services is located at 325 John H. Mcconnell Blvd., Columbus, OH 43215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 614-255-3333 or by fax 614-255-3363. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at diamond-hill.com.