GRAND RAPIDS, MICRD 319351Latest ADV March 31, 2026
Ds Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 31, 2026, reports $386M in regulatory assets under management, 4 employees, and 274 accounts.
Assets Under Management
$386M
Employees
4
Offices
--
Total Clients
174
Primary office
GRAND RAPIDS, MI
750 FRONT AVE NW SUITE 305, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
110
2
HNWI
23.0%
40
3
Pension Plans
13.8%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of March 31, 2026
Discretionary100.0%
$386M
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.
Total AUM$386M
Total Accounts274
10Y AUM Change+$386M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+1 (+33.3%)
* 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.