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Brandon Geoffry Kurz

Diversifi Capital LLC

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About Brandon Geoffry Kurz

Brandon Kurz is an Investment Advisor Representative with Diversifi Capital LLC. He holds Series 7, 65 and 66 licenses. Brandon has over 10 years of experience in the financial industry, and specializes in providing financial planning, investment advisory services, and portfolio management for high net worth individuals, charitable organizations and pooled investment vehicles. He has experience in several firm settings including Compass Capital Management Group, Aldrich Wealth Advisors, LP and Mercer Advisors. He is also a Certified Financial Planner.

Firm Information

Brandon Kurz is currently registered with Diversifi Capital LLC. Diversifi Capital LLC is an investment advisory firm headquartered in LOS ALTOS, CA. They offer financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm has approximately $287.6 million in regulatory assets under management and serves a diverse client base, including individuals, pooled investment vehicles, and charitable organizations.
Diversifi Capital LLC

4546 EL CAMINO REAL B10

LOS ALTOS, CA 94022

$287.61M

Assets Under Management

255

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brandon Kurz’s Registration & Firm History

CA

12/22/2023 - Present

Diversifi Capital LLC (LOS ALTOS CA)

CA

02/08/2013 - 02/28/2013

CHESTNUT EXPLORATION PARTNERS, INC. (NEWPORT BEACH CA)

CA

08/24/2012 - 01/02/2013

AXA ADVISORS, LLC (IRVINE CA)

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Licenses & Designations

IA

Issued 12/16/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Geoffry Kurz.
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