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Ds Investment Advisors

● SEC registered since 2022CRD 319351SEC# 801-123724Grand Rapids, MI
Export (members)
Reg. AUM
$386.1M
Employees
4
Accounts
274
Location
Grand Rapids, MI

Ds Investment Advisors assets under management

Ds Investment Advisors is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 2022. It reports $386.1 million in regulatory assets under management and employs 4 people.

Ds Investment Advisors owners & executives

1 reported
NameTitleOwnershipSince
Carla Marie Dells ControlChief Compliance Officer, OwnerOver 75%2022

Frequently asked questions

How much does Ds Investment Advisors manage?

Ds Investment Advisors reports $386.1 million in regulatory assets under management on its Form ADV.

How many employees does Ds Investment Advisors have?

Ds Investment Advisors reports 4 employees.

Where is Ds Investment Advisors located?

Ds Investment Advisors is based in Grand Rapids, MI and has been SEC-registered since 2022.

Does Ds Investment Advisors disclose fund performance?

Ds Investment Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address750 Front Ave NW Suite 305, Grand Rapids, MI 49504
Phone6168400284
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK801123724
Discloses disciplinary historyNo

Regulatory AUM

$386.1M▲ 12%
Feb '25 — $346MMar '25 — $346MApr '25 — $346MMay '25 — $346MJun '25 — $346MJul '25 — $346MAug '25 — $346MSep '25 — $346MOct '25 — $346MNov '25 — $346MDec '25 — $346MJan '26 — $346MFeb '26 — $346MMar '26 — $386.1MApr '26 — $386.1MMay '26 — $386.1MJun '26 — $386.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$386.1Mregulatory AUM
Discretionary $386.1M