DBS INVESTMENT ADVISERS, LLC
CRD #123283 SEC #801-116815 BAY CITY, MI 800-327-2377
SEC Registered
Total AUM
$244.5M
Discretionary
$244.5M
Employees
7
Clients
0
Accounts
946
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $244.5M | $244.5M | $0 | 7 | 0 |
| Jun 2025 | $244.5M | $244.5M | $0 | 7 | 0 |
| May 2025 | $244.5M | $244.5M | $0 | 7 | 0 |
| Feb 2025 | $244.5M | $244.5M | $0 | 7 | 0 |
| Jan 2025 | $228.7M | $228.7M | $0 | 6 | 0 |
| Nov 2024 | $228.7M | $228.7M | $0 | 6 | 0 |
| Jul 2024 | $228.7M | $228.7M | $0 | 6 | 0 |
| Feb 2024 | $228.7M | $228.7M | $0 | 6 | 0 |
| Dec 2023 | $165M | $165M | $0 | 7 | 0 |
| Dec 2023 | $165M | $165M | $0 | 7 | 0 |
| Oct 2023 | $165M | $165M | $0 | 7 | 0 |
| Mar 2023 | $165M | $165M | $0 | 7 | 0 |
| Aug 2022 | $161M | $161M | $0 | 8 | 0 |
| Mar 2022 | $177.4M | $177.4M | $0 | 8 | 0 |
| Oct 2021 | $172.1M | $172.1M | $0 | 8 | 0 |
| Jun 2021 | $172.1M | $172.1M | $0 | 8 | 0 |
| Mar 2021 | $172.1M | $172.1M | $0 | 8 | 0 |
| Nov 2020 | $134.9M | $134.9M | $0 | 5 | 0 |
| Jun 2020 | $134.9M | $134.9M | $0 | 5 | 0 |
| Mar 2020 | $134.9M | $134.9M | $0 | 5 | 0 |
| May 2019 | $100.2M | $100.2M | $0 | 5 | 0 |
| Jul 2012 | $59.1M | $59.1M | $0 | 1 | 279 |
| Jun 2012 | $59.1M | $59.1M | $0 | 1 | 279 |
| Apr 2012 | $59.1M | $59.1M | $0 | 1 | 279 |
| Mar 2012 | $59.1M | $59.1M | $0 | 1 | 279 |
| Jun 2011 | $59.4M | $58.8M | $656.6K | 5 | -- |
| Mar 2011 | $59.4M | $58.8M | $656.6K | 5 | -- |
| Mar 2010 | $37.9M | $0 | $37.9M | 5 | -- |
| Mar 2007 | $41M | $0 | $41M | 5 | -- |
| Mar 2006 | $32.5M | $0 | $32.5M | 5 | -- |
| Jan 2006 | $29M | $0 | $29M | 5 | -- |
| Dec 2005 | $29M | $0 | $29M | 5 | -- |
DateOct 2025
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2025
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2025
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$244.5M
Discretionary$244.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2023
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2012
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees1
Clients279
DateJun 2012
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees1
Clients279
DateApr 2012
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees1
Clients279
DateMar 2012
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees1
Clients279
DateJun 2011
Total AUM$59.4M
Discretionary$58.8M
Non-Disc.$656.6K
Employees5
Clients--
DateMar 2011
Total AUM$59.4M
Discretionary$58.8M
Non-Disc.$656.6K
Employees5
Clients--
DateMar 2010
Total AUM$37.9M
Discretionary$0
Non-Disc.$37.9M
Employees5
Clients--
DateMar 2007
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateMar 2006
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--
DateJan 2006
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateDec 2005
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--