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ADVISOR.INVESTMENTS
Legal name: DIVERSIFIED INVESTMENT STRATEGIES, LLC
CRD 142202File 801-67260
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$199.4M
Below cohort median (national)
Discretionary AUM
$185.4M
Non-discretionary $14.0M
Clients
168
316 accounts
Employees
6
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 13, 2006
- Principal office
- 4870 BLUEBONNET BLVD., SUITE B, BATON ROUGE, LA, 70809
- Phone
- 225-292-0687
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.4M
- Discretionary AUM
- $185.4M
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 266
- Non-discretionary accounts
- 50
- Total accounts
- 316
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $156.8M |
| Individuals (other than high net worth individuals) | 89 | $42.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Commissions
- Other (described) — FEES FOR TAX PREPARATION
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 170 | 168 | decreased by2 |
| Mar 1, 2026 | AUM | $195,496,218 | $199,401,546 | increased by$3,905,328 |
| Mar 1, 2026 | Accounts | 306 | 316 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 369 | 170 | decreased by199 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $193,582,922 | $195,496,218 | increased by$1,913,296 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 370 | 306 | decreased by64 |
| Apr 1, 2022 | Clients | 194 | 369 | increased by175 |
| Apr 1, 2022 | AUM | $162,408,240 | $193,582,922 | increased by$31,174,682 |
| Apr 1, 2022 | Accounts | 360 | 370 | increased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISOR INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISOR INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.