Data / Investment advisers / Michigan / DS Investment Advisors
DS Investment Advisors, Grand Rapids, MI: $386 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
DS Investment Advisors is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $386 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 319351
- SEC file number
- 801-123724
- SEC status
- Approved, effective April 19, 2022
- Main office
- 750 Front Ave NW Suite 305, Grand Rapids, MI 49504
- Phone
- (616) 840-0284
- Website
- dsinvestmentadvisors.com
- Regulatory AUM
- $386,142,051 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $386,142,051
- Accounts
- 274
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 24 | $297.7 million |
| High net worth individuals | 40 | $64.2 million |
| Individuals (other than high net worth individuals) | 110 | $24.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $386.1 million | March 31, 2026 |
| December 1, 2025 | $346 million | February 28, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | Not listed | adviserinfo.sec.gov |
| Family Capital Management | Grand Rapids | $435.1 million | Not listed | adviserinfo.sec.gov |
| Blue Water Asset Management | Grand Rapids | $428.5 million | Not listed | adviserinfo.sec.gov |
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | adviserinfo.sec.gov |
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | Not listed | adviserinfo.sec.gov |
| Schwallier Wealth Management | Grand Rapids | $197 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- DS Investment Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.