# DIVERSIFIED MANAGEMENT INC

DIVERSIFIED MANAGEMENT INC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 106680
- Type: SEC-registered investment adviser
- SEC file number: 801-46436
- Location: 330 E. KILBOURN AVE., SUITE 1475, MILWAUKEE, WI, 53202
- Phone: 414-292-1900
- Latest filing: 2026-03-30
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $133.4M
- Clients: 8
- Accounts: 1,650

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Michael Paul Schmidt | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Michael Patrick Egan | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | — |
| Chad Andrew Thistle | CHIEF FINANCIAL OFFICER | — |
| Garren Lindsay Agle | VICE PRESIDENT & CHIEF INFORMATION OFFICER | — |
| MILLER JOSEPH RICHARD | SR VICE PRESIDENT; VICE PRESIDENT | — |
| HOMAN MARK JOSEPH | CHAIRMAN AND FOUNDER; PRESIDENT | — |
| SCHMIDT MICHAEL PAUL | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| EGAN MICHAEL PATRICK | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER; SR VICE PRESIDENT; VICE PRESIDENT | — |
| HOMAN MARK | PRESIDENT | — |
| THISTLE CHAD ANDREW | CHIEF FINANCIAL OFFICER | — |
| AGLE GARREN LINDSAY | VICE PRESIDENT & CHIEF INFORMATION OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106680/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106680/similar
- Related entities: https://search.stillhousedata.com/firm/106680/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106680

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.