# Diversified Portfolios, Inc.

> Diversified Portfolios, Inc. is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 108942
- Filed as: DIVERSIFIED PORTFOLIOS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108942
- AdvisorCensus page: https://advisorcensus.com/firm/diversified-portfolios-inc-bloomfield-hills-mi-108942

## Quick answers

**How is Diversified Portfolios, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Diversified Portfolios, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Diversified Portfolios, Inc. located?**
Diversified Portfolios, Inc.'s principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Diversified Portfolios, Inc. registered with the SEC or a state?**
Diversified Portfolios, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108942.

**How much does Diversified Portfolios, Inc. manage?**
Diversified Portfolios, Inc. reports $1,935,596,870 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Diversified Portfolios, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Diversified Portfolios, Inc.: Regulatory assets under management: $1,203,098,879 in the October 2021 data and $1,935,596,870 in the October 2026 data, up 61%. Total employees: 10 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diversified Portfolios, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (478); high net worth individuals (182); corporations or other businesses not listed above (5).

**Which custodians does Diversified Portfolios, Inc. use?**
Diversified Portfolios, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Diversified Portfolios, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108942

**What changed in Diversified Portfolios, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $1,660,883,638 to $1,935,596,870 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,935,596,870
- Discretionary: $1,935,596,870
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 478 | $477,941,952 |
| High net worth individuals | 182 | $1,378,282,292 |
| 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) | Fewer than 5 | $2,672,348 |
| Charitable organizations | Fewer than 5 | $63,501,346 |
| 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 | 5 | $13,198,932 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 19 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, MA, MI, NC, NH, NJ, NY, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- divport.com
- LinkedIn @DIVERSIFIED-PORTFOLIOS-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,203,098,879 | 10 | August 31, 2021 |
| October 2022 | $1,466,343,423 | 9 | March 29, 2022 |
| October 2023 | $1,253,461,496 | 10 | March 28, 2023 |
| October 2024 | $1,546,544,947 | 10 | July 2, 2024 |
| October 2025 | $1,660,883,638 | 16 | March 21, 2025 |
| October 2026 | $1,935,596,870 | 19 | March 26, 2026 |

Regulatory assets under management: $1,203,098,879 in the October 2021 data and $1,935,596,870 in the October 2026 data, up 61%.
Total employees: 10 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $1,660,883,638 to $1,935,596,870 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversified Portfolios, Inc. (CRD 108942): Form ADV filing data as of October 2026.