Dbs Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bay City, MI. Its latest Form ADV filing, dated February 2, 2026, reports $280M in regulatory assets under management, 8 employees, 3 offices, and 973 accounts.
Assets Under Management
$280M
Employees
8
Offices
3 offices
Total Clients
591
Primary office
BAY CITY, MI
1484 STRAITS DRIVE, SUITE 6, BAY CITY, MI, United States
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
488
2
Pension Plans
11.5%
68
3
HNWI
5.9%
35
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of February 2, 2026
Discretionary100.0%
$280M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$280M
Total Accounts973
10Y AUM Change+$180M (+179.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee74:1
10Y Employee Change+3 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.