CRD: 288689
Diversified Investment Services LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 157 clients, or 157 clients per representative. That equates to $186.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Diversified Investment Services LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHARLES BLAND
Chief Compliance Officer, Managing Member
- CRD
- #4455075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Diversified Investment Services LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.