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DS INVESTMENT ADVISORS
CRD 319351File 801-123724
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.1M
Below cohort median (national)
Discretionary AUM
$386.1M
Clients
174
274 accounts
Employees
4
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 19, 2022
- Principal office
- 750 FRONT AVE NW SUITE 305, GRAND RAPIDS, MI, 49504
- Phone
- 6168400284
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.1M
- Discretionary AUM
- $386.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 274
- Non-discretionary accounts
- 0
- Total accounts
- 274
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $64.2M |
| Pension and profit sharing plans | 24 | $297.7M |
| Individuals (other than high net worth individuals) | 110 | $24.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.