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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-19-2022
- Office Locations
- 1
Office Locations
About DS Investment Advisors
DS Investment Advisors is a fee-only, independent fiduciary RIA in Grand Rapids, MI providing retirement plan consulting and investment management for clients across Michigan. The firm emphasizes institutional-style plan and investment options, services, and fee structures for plans of any size, built on 18 years in the retirement plan market. SMA portfolios primarily use ETFs and public funds; custodians include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 28, 2025 and March 31, 2026, reported AUM increased 11.6%, from $346.0M to $386.1M.
Across 4 reported observations, AUM increased 37.1% between March 28, 2023 and March 31, 2026, from $281.7M to $386.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 174 clients, or 87 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full DS Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARLA MARIE DELLS
Chief Compliance Officer, Owner
- CRD
- #2084545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Justin Jae Meuser
--
- CRD
- #7698296
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,142,051 | $1,409,278 |
| Non-Discretionary | $0 | -- |
| Total | $386,142,051 | $1,409,278 |
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Separately Managed Accounts
SMA allocation detail is available
DS Investment Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.