This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-02-2010
- Office Locations
- 4
Office Locations
About DBS Investment Advisers, LLC
DBS Investment Advisers (DBSIA) specializes in financial planning and investment guidance for dentists across Michigan, supporting new dentists, practice owners, and retirees with debt-reduction strategies, tax-efficient retirement plan design, portfolio building, and retirement income planning. The firm also runs educational events and seminars tailored to dental professionals.
Reported data analysis
What the numbers show
Between October 1, 2025 and February 2, 2026, reported AUM increased 14.6%, from $244.5M to $280.2M.
Across 5 reported observations, AUM increased 74.0% between August 22, 2022 and February 2, 2026, from $161.0M to $280.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 591 clients, or 118.2 clients per representative. That equates to $474.1K in reported AUM per client.
The profile lists 4 reported office locations and 16 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review DBS Investment Advisers, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full DBS Investment Advisers, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THEODORE CHRISTOPHER SCHUMANN II
Advisor, Chief Compliance Officer
- CRD
- #5103648
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MARK Peter ADAMS
--
- CRD
- #5706583
JEFFREY JOHN BRINK
Investment Advisor Representative
- CRD
- #6455484
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,177,315 | $287,952 |
| Non-Discretionary | $0 | -- |
| Total | $280,177,315 | $287,952 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
DBS Investment Advisers, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.