$29.3M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
1 Employees
157 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- ZenithUnison element
- Established Date
- 07-28-2017
- Office Locations
- 1
Office Locations
3200 Croasdaile Drive Suite 402 Durham NC
About Diversified Investment Services LLC
Diversified Investment Services LLC is a Durham, NC-based RIA providing personalized, consultative financial planning and ongoing portfolio management for individuals and families. The firm builds holistic plans, implements tailored solutions, and monitors progress over time, typically using diversified allocations that include mutual funds and ETFs alongside fixed income. Common custodian: Schwab.
Team overview
-- AVG AGE
$29.3M AVG AUM / ADVISOR
$186.6K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle Unison
Custodian
Capital Pathway atlas Quantum legacy Summit meridian Eagle harbor
Investment Themes
Horizon Vector fusion Zenith
Investment Vehicles
Optima
Platform
Momentum quantum Wave capital
Services
Bridge Value Frontier Zenith Delta Beacon Delta Eagle radial Insight Ridge value
Technology
Focus Focus momentum
Owner & Executives
JOHN CHARLES BLAND
Chief Compliance Officer, Managing Member
- CRD
- #4455075
- Ownership
- 75% or more
(256) 479-1533
focus.beacon@oakcapital.com
in linkedin.com/in/prime-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,300,000
Public Funds:
18.1% Equity - Exchange:
19.6% Cash:
26.9% Corporate - Investment Grade:
16.3% U.S. Government/Agency:
19.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $943,712,414 | 18.1% |
| Equity - Exchange | $1,021,920,625 | 19.6% |
| Cash | $1,402,533,919 | 26.9% |
| Corporate - Investment Grade | $849,862,561 | 16.3% |
| U.S. Government/Agency | $995,851,221 | 19.1% |
| Total | $5,213,880,740 | 100.0% |