SourcingSourcing

DS INVESTMENT ADVISORS

B61
CRD 319351·SEC 801-123724·GRAND RAPIDS, MI
AUM
$386.1M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DS INVESTMENT ADVISORS
CRD
319351
SEC file #
801-123724
EIN
—
DBA names
—

Economics

AUM
$386.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$346.0M → $386.1M▲ +12%
Client mix
Individuals Other110
Individuals High Net Worth40
Pension Profit Sharing Plans24

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
dsinvestmentadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DELLS, CARLA, MARIE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DELLS, CARLA, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DSINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2022-01-04T19:54:48Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
327,576
Form 5500 Compensation Trajectory 3y
2025327,576
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
327,576
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1442
Soi Zip Pct 200k Plus
0.0248
Soi Zip Returns 200k Plus
490
Soi Zip Total AGI
1,176,660
Fdic Zip Total Deposits
32,894,502,000
Fdic Zip Branch Count
486
Fdic Zip Top Banks
Mercantile Bank of Michigan
Mercantile Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
FMB-First Michigan BankGrand Rapids, MI
FMB-First Michigan BankGrand Rapids, MI
Fdic Zip HHI
2043.95
Fdic Zip Top Bank Share Pct
40.88
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-04T19:54:48Z
Rdap Domain Last Changed
2024-01-08T21:03:08Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI70,865
Returns5,730
Stub 2
AGI216,335
Returns5,820
Stub 3
AGI215,217
Returns3,520
Soi Zip Total Business Income
41,735
Soi Zip Total Cap Gains
22,830
Soi Zip Total Dividends
17,669
Soi Zip Total Returns
19,770
Top Owner CRD
2084545
Trust Company Affiliate
No

People (2)

2
DELLS, CARLA, MARIE
IAR · Direct Owner · 87.5%
2084545
Justin Jae Meuser
IAR
7698296