$280.2M Total AUM
$280.2M Disc. AUM
17.6% 3Y CAGR
8 Employees
591 ADV. Clients
16 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2010
- Office Locations
- 4
Office Locations
6006 Westside Saginaw Road BAY City MI
-- BAY City MI
-- Bloomington IN
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.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$474.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THEODORE CHRISTOPHER SCHUMANN II
Advisor, Chief Compliance Officer
- CRD
- #5103648
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MARK Peter ADAMS
--
- CRD
- #5706583
Available
Available
Available
JEFFREY JOHN BRINK
Investment Advisor Representative
- CRD
- #6455484
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,177,315 | $287,952 |
| Non-Discretionary | $0 | -- |
| Total | $280,177,315 | $287,952 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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