Overview
Assets Under Management: $280 million
Headquarters: BAY CITY, MI
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
DBS INVESTMENT ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123283), DBS INVESTMENT ADVISERS, LLC is subject to fiduciary duty under federal law.
DBS INVESTMENT ADVISERS, LLC is headquartered in BAY CITY, MI.
DBS INVESTMENT ADVISERS, LLC serves 35 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, DBS INVESTMENT ADVISERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
DBS INVESTMENT ADVISERS, LLC manages $280 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, DBS INVESTMENT ADVISERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 973
Discretionary Accounts: 973
Regulatory Filings
CRD Number: 123283
Filing ID: 2042870
Last Filing Date: 2026-02-02 11:10:04