DIVERSIFIED INVESTMENT STRATEGIES, LLC
Legal name: ADVISOR.INVESTMENTS
CRD #142202 SEC #801-67260 BATON ROUGE, LA 225-292-0687
SEC Registered Private Funds
Total AUM
$195.5M
Discretionary
$192.2M
Employees
6
Clients
--
Accounts
306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $195.5M | $192.2M | $3.3M | 6 | 0 |
| Jan 2025 | $195.5M | $192.2M | $3.3M | 6 | 0 |
| Feb 2024 | $185.8M | $183M | $2.8M | 5 | 0 |
| Jul 2023 | $179.1M | $166.4M | $12.7M | 5 | 0 |
| Mar 2023 | $179.1M | $166.4M | $12.7M | 5 | 0 |
| Mar 2022 | $193.6M | $174.8M | $18.8M | 5 | 0 |
| Sep 2021 | $162.4M | $144.8M | $17.6M | 5 | 0 |
| Sep 2021 | $162.4M | $144.8M | $17.6M | 5 | 0 |
| Mar 2021 | $162.4M | $144.8M | $17.6M | 5 | 0 |
| Aug 2020 | $145.2M | $129.9M | $15.3M | 6 | 0 |
| Aug 2020 | $145.2M | $129.9M | $15.3M | 6 | 0 |
| Jun 2020 | $145.2M | $129.9M | $15.3M | 6 | 0 |
| Mar 2020 | $145.2M | $129.9M | $15.3M | 6 | 0 |
| Feb 2019 | $138.3M | $120.6M | $17.6M | 7 | 0 |
| Mar 2018 | $153.7M | $129.3M | $24.5M | 7 | 0 |
| Jan 2017 | $141M | $115.2M | $25.8M | 6 | 200 |
| Sep 2016 | $127.8M | $103.7M | $24.1M | 6 | 200 |
| Feb 2016 | $127.8M | $103.7M | $24.1M | 6 | 200 |
| Aug 2015 | $164.4M | $134.4M | $30M | 7 | 200 |
| Jun 2015 | $164.4M | $134.4M | $30M | 7 | 200 |
| Mar 2015 | $164.4M | $134.4M | $30M | 7 | 200 |
| Mar 2014 | $177.6M | $143.2M | $34.5M | 7 | 200 |
| Feb 2014 | $177.6M | $143.2M | $34.5M | 7 | 200 |
| Nov 2013 | $154.5M | $149.3M | $5.2M | 7 | 200 |
| Mar 2013 | $154.5M | $149.3M | $5.2M | 7 | 200 |
| May 2012 | $143.1M | $138M | $5.1M | 6 | 200 |
| Jan 2012 | $143.1M | $138M | $5.1M | 6 | 200 |
| Apr 2011 | $138.1M | $133M | $5.1M | 10 | -- |
| Feb 2009 | $115M | $115M | $0 | 10 | -- |
| Sep 2007 | $25.6M | $25.6M | $0 | 10 | -- |
| Mar 2007 | $25.6M | $25.6M | $0 | 10 | -- |
DateJan 2025
Total AUM$195.5M
Discretionary$192.2M
Non-Disc.$3.3M
Employees6
Clients0
DateJan 2025
Total AUM$195.5M
Discretionary$192.2M
Non-Disc.$3.3M
Employees6
Clients0
DateFeb 2024
Total AUM$185.8M
Discretionary$183M
Non-Disc.$2.8M
Employees5
Clients0
DateJul 2023
Total AUM$179.1M
Discretionary$166.4M
Non-Disc.$12.7M
Employees5
Clients0
DateMar 2023
Total AUM$179.1M
Discretionary$166.4M
Non-Disc.$12.7M
Employees5
Clients0
DateMar 2022
Total AUM$193.6M
Discretionary$174.8M
Non-Disc.$18.8M
Employees5
Clients0
DateSep 2021
Total AUM$162.4M
Discretionary$144.8M
Non-Disc.$17.6M
Employees5
Clients0
DateSep 2021
Total AUM$162.4M
Discretionary$144.8M
Non-Disc.$17.6M
Employees5
Clients0
DateMar 2021
Total AUM$162.4M
Discretionary$144.8M
Non-Disc.$17.6M
Employees5
Clients0
DateAug 2020
Total AUM$145.2M
Discretionary$129.9M
Non-Disc.$15.3M
Employees6
Clients0
DateAug 2020
Total AUM$145.2M
Discretionary$129.9M
Non-Disc.$15.3M
Employees6
Clients0
DateJun 2020
Total AUM$145.2M
Discretionary$129.9M
Non-Disc.$15.3M
Employees6
Clients0
DateMar 2020
Total AUM$145.2M
Discretionary$129.9M
Non-Disc.$15.3M
Employees6
Clients0
DateFeb 2019
Total AUM$138.3M
Discretionary$120.6M
Non-Disc.$17.6M
Employees7
Clients0
DateMar 2018
Total AUM$153.7M
Discretionary$129.3M
Non-Disc.$24.5M
Employees7
Clients0
DateJan 2017
Total AUM$141M
Discretionary$115.2M
Non-Disc.$25.8M
Employees6
Clients200
DateSep 2016
Total AUM$127.8M
Discretionary$103.7M
Non-Disc.$24.1M
Employees6
Clients200
DateFeb 2016
Total AUM$127.8M
Discretionary$103.7M
Non-Disc.$24.1M
Employees6
Clients200
DateAug 2015
Total AUM$164.4M
Discretionary$134.4M
Non-Disc.$30M
Employees7
Clients200
DateJun 2015
Total AUM$164.4M
Discretionary$134.4M
Non-Disc.$30M
Employees7
Clients200
DateMar 2015
Total AUM$164.4M
Discretionary$134.4M
Non-Disc.$30M
Employees7
Clients200
DateMar 2014
Total AUM$177.6M
Discretionary$143.2M
Non-Disc.$34.5M
Employees7
Clients200
DateFeb 2014
Total AUM$177.6M
Discretionary$143.2M
Non-Disc.$34.5M
Employees7
Clients200
DateNov 2013
Total AUM$154.5M
Discretionary$149.3M
Non-Disc.$5.2M
Employees7
Clients200
DateMar 2013
Total AUM$154.5M
Discretionary$149.3M
Non-Disc.$5.2M
Employees7
Clients200
DateMay 2012
Total AUM$143.1M
Discretionary$138M
Non-Disc.$5.1M
Employees6
Clients200
DateJan 2012
Total AUM$143.1M
Discretionary$138M
Non-Disc.$5.1M
Employees6
Clients200
DateApr 2011
Total AUM$138.1M
Discretionary$133M
Non-Disc.$5.1M
Employees10
Clients--
DateFeb 2009
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees10
Clients--