Mark A. Theado
Investment adviser representative at Diamond Hill Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$29.4BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Fef Distributors, LLCApr 2026 to now
- First Eagle Investment Management, LLCApr 2026 to now
- Diamond Hill Capital Management, IncNov 2021 to now
- Foreside Financial Services, LLCJan 2022 to Apr 2026
- J.P. Morgan Securities LLCMar 2019 to Nov 2021
- Lincoln Financial Advisors CorporationJul 2018 to Feb 2019
- Bluestone Wealth PartnersNov 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Diamond Hill Capital Management, LLC
$29.4BAssets managed
3,192Clients
4Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6134452
- Firm CRD
- 110638