DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

DS INVESTMENT ADVISORS

CRD 319351

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:550f7a47-7efd-9ac5-efc8-b1c001c675de

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2022 to Mar 31, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.77 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $386MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $386M
Private client RAUM: $88.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $193Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 274
Individual clients: 110
High net worth clients: 40
SEC number: 801-123724
CIK: 801123724
CRD: 319351
Filings on the tape: 5
First filed: Mar 16, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MI
Website: dsinvestmentadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CARLA MARIE DELLS	n/a	Grand Rapids, MI	1	33	4	no
Justin Jae Meuser	n/a	Grand Rapids, MI	1	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DELLS, CARLA, MARIE	CHIEF COMPLIANCE OFFICER, OWNER	E	yes	01/2022	Mar 16, 2022	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$386M	$386M	4	2	n/a	n/a
2024	Feb 28, 2025	$346M	$89.0M	4	2	n/a	n/a
2023	Mar 25, 2024	$270M	$70.0M	4	2	n/a	n/a
2022	Mar 28, 2023	$282M	$58.9M	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$386M	$346M	11.6%	$282M	11.1%	4	4	0	0

Relationships

Registered with (2)

← CARLA MARIE DELLSAdvisorregistration: previous registration
Sep 22, 2022 to Feb 27, 2025factForm ADV
← Justin Jae MeuserAdvisorregistration: previous registration
Feb 15, 2023 to Feb 27, 2025factForm ADV

Controls (1)

← DELLS, CARLA, MARIEOwnerCHIEF COMPLIANCE OFFICER, OWNER, ownership code E, individual
Mar 16, 2022 to Mar 25, 2024factForm ADV

Dated events

Occurred
Feb 27, 2025
Advisor changed firm
Justin Jae Meuser left Ds Investment Advisors for Mbwwa Services, Inc. (registered 2023-06-27)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2022
First Form ADV filing
Ds Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:550f7a47-7efd-9ac5-efc8-b1c001c675de
First observed: Mar 16, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DS INVESTMENT ADVISORS

CRD 319351

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:550f7a47-7efd-9ac5-efc8-b1c001c675de

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARLA MARIE DELLS

n/a

Grand Rapids, MI

Justin Jae Meuser

n/a

Grand Rapids, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELLS, CARLA, MARIE

CHIEF COMPLIANCE OFFICER, OWNER

yes

01/2022

Mar 16, 2022

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$386M

n/a

2024

Feb 28, 2025

$346M

$89.0M

n/a

2023

Mar 25, 2024

$270M

$70.0M

n/a

2022

Mar 28, 2023

$282M

$58.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$386M

$346M

11.6%

$282M

11.1%