# Diversified Investment Services LLC

> Diversified Investment Services LLC is a state-registered investment advisory firm in Durham, NC, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 288689
- Filed as: DIVERSIFIED INVESTMENT SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Durham, NC
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288689
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-investment-services-llc-durham-nc-288689

## Quick answers

**How is Diversified Investment Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified Investment Services LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Diversified Investment Services LLC located?**
Diversified Investment Services LLC's principal office is in Durham, NC, according to its Form ADV.

**Is Diversified Investment Services LLC registered with the SEC or a state?**
Diversified Investment Services LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288689.

**How much does Diversified Investment Services LLC manage?**
Diversified Investment Services LLC reports $29,300,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Diversified Investment Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (7).

**Does Diversified Investment Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288689

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $29,300,000
- Discretionary: $29,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 150 | $14,300,000 |
| High net worth individuals | 7 | $15,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- diadvice4life.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified Investment Services LLC (CRD 288689): Form ADV filing data as of October 2026.