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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.