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| Keyboard |
| DS Investment Advisors
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|---|---|
| CRD # | 319351 |
| SEC # | 801-123724 |
| CIK # | 0801123724 |
| AUM | 386.1 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 616-840-0284 |
| Address | 750 Front Ave NW Suite 305 Grand Rapids, MI 49504 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 24.1 |
| (b) Individuals (high net worth individuals) | 40 | 64.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 297.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 386.1 |
| By Discretionary | ||
| Discretionary | 274 | 386.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 274 | 386.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.1 | |
| Total | 274 | 386.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brian D Lowder Inc
✚
|
CA | 388.1 M |
|
Southwest Investment Advisors Inc
✚
|
AZ | 386.9 M |
|
Missionpoint Partners LLC
✚
|
386.9 M | |
|
Evexia Wealth LLC
✚
|
WI | 386.1 M |
|
Lowery Thomas LLC
✚
|
385.8 M | |
|
Wills Financial Group LLC
✚
|
VA | 385.7 M |
|
Alden Investment Advisors LLC
✚
|
PA | 385.7 M |
|
Ranch Capital Advisors Inc
✚
|
FL | 385.5 M |
|
Wittenberg Investment Management Inc
✚
|
385.2 M | |
|
Pacific Asset Management LLC
✚
|
WA | 384.8 M |