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They include 89 individual clients and 79 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Diversified Investment Strategies offer?","answer":"Diversified Investment Strategies provides portfolio management for individuals and small businesses, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Diversified Investment Strategies charge?","answer":"Diversified Investment Strategies charges 0.35%–1.35% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 20 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Diversified Investment Strategies use?","answer":"Diversified Investment Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $199M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Diversified Investment Strategies have?","answer":"Diversified Investment Strategies has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Diversified Investment Strategies invest in?","answer":"At the end of its last fiscal year, Diversified Investment Strategies’ separately managed accounts held 75% exchange-traded equities, 12% cash and equivalents, 11% U.S. government and agency bonds and 2% investment grade corporate bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}