Sign in

Diversified Trust Co.

CIK:0001479844
Asset Manager
$7B AUM
994 holdings
Memphis, TN, US
Founded:1994
90 employees
diversifiedtrust.com
Latest filing:Sep 30, 2025

Diversified Trust Company is a comprehensive trust and wealth strategies firm headquartered in Memphis, Tennessee, with additional offices in Atlanta, Nashville, and Greensboro. Founded in 1994, it is 100% employee-owned and offers integrated fiduciary, financial advisory, investment, and family office services. The firm serves individual and multi-generational families, family-owned businesses, single-family offices, private trust companies, foundations, and endowments. With over 90 employees, Diversified Trust specializes in customized solutions for complex wealth management needs and is known for its collaborative approach and conflict-free, fiduciary model.

Investment Strategy

Diversified Trust Company provides integrated and customized wealth management, investment advisory, trust administration, estate and tax planning, and business advisory services. Their investment approach is holistic, tailoring strategies to the specific needs and goals of each client. The firm focuses on fiduciary responsibility, independent advice, conflict-free recommendations, and managing multi-asset class portfolios for both individuals and institutions, including foundations and retirement plans. All client assets are held with independent third-party custodians and the firm employs a disciplined, proven investment process guided by decades of experience across investment, legal, tax, and philanthropic disciplines.

Latest 13F Filing Activity

Diversified Trust Co. filed their most recent 13F report on Sep 30, 2025 disclosing 931 equity positions with a total 13F market value of $5B. The fund increased holdings in Vanguard Index FDS, Apple Inc., Vanguard Intl Equity Index F among other positions. Diversified Trust Co. reduced exposure to Philip Morris Intl Inc., Hca Healthcare Inc., Vanguard Tax-managed FDS among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$51.7M
A
AAPLAPPLE INC
+$35.3M
V
VEUVANGUARD INTL EQUITY INDEX F
+$32.3M
N
NVDANVIDIA CORPORATION
+$25.9M
G
GOOGLALPHABET INC
+$23.3M
Top Sells
P
PMPHILIP MORRIS INTL INC
-$6.0M
H
HCAHCA HEALTHCARE INC
-$5.6M
V
VEAVANGUARD TAX-MANAGED FDS
-$5.3M
C
CHKPCHECK POINT SOFTWARE TECH LT
-$4.0M
C
CPAYCORPAY INC
-$3.9M

Top Holdings

V
VOOVANGUARD INDEX FDS
+10.1%$506.9M
V
VEUVANGUARD INTL EQUITY INDEX F
+6.4%$319.8M
C
COKECOCA COLA CONS INC
+3.4%$171.3M
A
AAPLAPPLE INC
+3.4%$167.8M
N
NVDANVIDIA CORPORATION
+2.6%$127.8M

Equity Positions (931)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD INDEX FDS10.12%$506.9M827,713$301.53$612.38+$51.7M
V
VEU
VANGUARD INTL EQUITY INDEX F6.39%$319.8M4,481,475$53.59$71.37+$32.3M
C
COKE
COCA COLA CONS INC3.42%$171.3M1,462,267$109.64$117.16+$8.0M
A
AAPL
APPLE INC3.35%$167.8M658,931$120.81$254.63+$35.3M
N
NVDA
NVIDIA CORPORATION2.55%$127.8M684,787$47.71$186.58+$25.9M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+4.5%
SERVICES-PREPACKAGED SOFTWARE
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%
BOTTLED & CANNED SOFT DRINKS & CARBONATED WATERS
+3.5%
ELECTRONIC COMPUTERS
+3.4%

Investment Team (43)

NameRoleLocationLinkedIn
Ashley Thiem
Ashley Thiem		PrincipalSC , United States
B
Ben Hanson		Senior AssociateWinston-Salem, NC , United States
B
Bill Spitz		PrincipalNashville, TN , United States
B
Brad Crawford		PrincipalMemphis, TN , United States
Cameron Simmons
Cameron Simmons		PrincipalNashville, TN , United States
Carol Womack
Carol Womack		PrincipalNashville, TN , United States
Charles Wilson
Charles Wilson		Senior Vice President, Portfolio ManagerAtlanta, GA , United States
C
Cynthia Legette		PrincipalSC , United States
Frank Benton
Frank Benton		PrincipalNashville, TN , United States
Hadley Miller
Hadley Miller		PrincipalMemphis, TN , United States
Showing 1-10 of 43 team members