$386.1M Total AUM
$386.1M Disc. AUM
11.1% 3Y CAGR
4 Employees
174 ADV. Clients
4 yrs Firm Age
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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
750 Front AVE NW Suite 305 Grand Rapids MI
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.
Team overview
-- AVG AGE
$193.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Matrix momentum
Client Personas
Oak
Custodian
Ember vertex Eagle atlas Crest vertex
Investment Themes
Legacy Meridian delta
Investment Vehicles
Zenith zenith
Services
Pathway Signal Insight meridian Ridge unison Frontier radial
Owner & Executives
C
CARLA MARIE DELLS
Chief Compliance Officer, Owner
- CRD
- #2084545
- Ownership
- 75% or more
(422) 945-3790
vector.north@legacycapital.com
in linkedin.com/in/frontier-radial
Showing 1 of 1 owners & executives
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J
Justin Jae Meuser
--
- CRD
- #7698296
(302) 446-6267
oak.unison@momentumcapital.com
in linkedin.com/in/signal-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $386,142,051
Public Funds:
14.5% Equity - Exchange:
25.2% Cash:
25.1% Municipal Bonds:
17.0% U.S. Government/Agency:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,217,253,847 | 14.5% |
| Equity - Exchange | $2,115,503,237 | 25.2% |
| Cash | $2,107,108,383 | 25.1% |
| Municipal Bonds | $1,427,125,200 | 17.0% |
| U.S. Government/Agency | $1,527,863,450 | 18.2% |
| Total | $8,394,854,117 | 100.0% |