RIA Intel›Advisers›North Carolina›DIVERSIFIED INVESTMENT SERVICES LLC

DIVERSIFIED INVESTMENT SERVICES LLC

Advisory

DURHAM, NC

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account
$187K
across 157 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
157
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients157
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

HAYDEN HARPER FINANCIAL, LLC
CHARLOTTE, NC
$29M
-33.7% 1Y
SHERMAN WEALTH SOLUTIONS LLC
CHARLOTTE, NC
$29M
FOUR POINTS CAPITAL LLC
$29M
DARDA FINANCIAL SERVICES, LLC
WINSTON-SALEM, NC
$30M
ASCENDANT CAPITAL RESEARCH, LTD.
$30M
AURORA STRATEGIC ADVISORS, LLC
LUMBERTON, NC
$30M

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