# Chacon Diaz & Di Virgilio

Chacon Diaz & Di Virgilio is a Bank / Wealth / Trust based in Gainesville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Gainesville, United States
- **Region:** North America
- **Address:** Gainesville, FL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** cddwealth.com
- **LinkedIn:** https://www.linkedin.com/company/chacon-diaz-di-virgilio

## About

Chacon Diaz & Di Virgilio launched in 2009 in Gainesville, Florida, founded by Armando Diaz, Phil Chacon, and Manny Di Virgilio. The practice was built to serve local high-net-worth individuals and families, offering an independent advisory model—distinct from wirehouse platforms—focused on planning-led wealth management. The firm provides financial planning, investment planning, and discretionary portfolio management for private clients in Central Florida. The firm constructs client portfolios primarily through direct securities and managed-money platforms rather than raising proprietary funds. Core asset-class exposure spans US equities, fixed income, and cash management, with allocation decisions driven by client-specific financial plans. As an RIA, Chacon Diaz & Di Virgilio operates with a fiduciary standard for advisory accounts, placing it within the registered investment adviser regulatory framework overseen by the SEC. Geographic concentration remains Florida, with client relationships centered in and around Alachua County. As a boutique wealth manager, the firm maintains a lean team structure typical of a founder-led RIA. It has not publicly disclosed total assets under management, a not-uncommon posture for smaller private advisory firms that are not required to file Form ADV Part 2 with the SEC if under the reporting threshold. The firm does not maintain additional offices outside Gainesville, nor does it operate affiliated philanthropic foundations, real-estate arms, or club-investment vehicles. Adjacent professional relationships in the local market may include CPA and estate-planning attorney referral networks, though none are publicly documented. A structural through-line for the firm is its identity as a founder-operated RIA in a secondary Florida market—competing for HNW relationships not through institutional-scale deal access but through financial-planning depth and local presence. That positioning serves a client base for whom proximity to the advisor and a planning-first fiduciary approach outweigh the perceived advantages of larger national platforms. For a firm this size, the key question allocators and counterparties would ask is one of continuity: whether a next-generation advisory team is being developed beneath the founding principals.

## Sectors

- Financial Services

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Last updated: 2026-06-03T20:00:00.000Z

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