# DS Investment Advisors

> DS Investment Advisors is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 319351
- Filed as: DS INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319351
- AdvisorCensus page: https://advisorcensus.com/firm/ds-investment-advisors-grand-rapids-mi-319351

## Quick answers

**How is DS Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), DS Investment Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is DS Investment Advisors located?**
DS Investment Advisors' principal office is in Grand Rapids, MI, according to its Form ADV.

**Is DS Investment Advisors registered with the SEC or a state?**
DS Investment Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319351.

**How much does DS Investment Advisors manage?**
DS Investment Advisors reports $386,142,051 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have DS Investment Advisors' assets and staff changed since 2022?**
In the Form ADV data for DS Investment Advisors: Regulatory assets under management: $0 in the October 2022 data and $386,142,051 in the October 2026 data. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DS Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**Which custodians does DS Investment Advisors use?**
DS Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does DS Investment Advisors 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/319351

**What changed in DS Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $346,000,000 to $386,142,051 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Minimum annual fee: $500

> While we do not impose a minimum account size to engage our services, we may charge minimum annual fees of $500 per account to cover our administrative costs in servicing an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $386,142,051
- Discretionary: $386,142,051
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $24,144,981 |
| High net worth individuals | 40 | $64,248,272 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $297,748,798 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dsinvestmentadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | March 16, 2022 |
| October 2023 | $281,700,000 | 4 | March 28, 2023 |
| October 2024 | $270,000,000 | 4 | March 25, 2024 |
| October 2025 | $346,000,000 | 4 | February 28, 2025 |
| October 2026 | $386,142,051 | 4 | March 31, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $386,142,051 in the October 2026 data.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $346,000,000 to $386,142,051 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DS Investment Advisors (CRD 319351): Form ADV filing data as of October 2026.