Diversified Investment Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Diversified Investment Services LLC provides ongoing portfolio management and one-time financial planning to individual and high‑net‑worth clients. The firm documents client objectives in an Investment Policy Statement and offers discretionary management and regular portfolio monitoring.
The firm’s investment approach draws on multiple analysis methods — including fundamental, quantitative, technical, cyclical, and modern portfolio theory — and may employ both long‑ and short‑term trading as well as margin and options strategies. Portfolios can include mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, annuities and non‑U.S. securities, and clients receive quarterly reporting from custodians.
A noteworthy feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent and offers commissionable insurance and annuity products alongside advisory services, which the firm identifies as a potential conflict of interest. The firm also requires clients to use specified custodians (listing major institutional custodians) and describes receiving custodial research and other soft‑dollar benefits that may indirectly support its advisory operations.
Client services
Expertise
Fee options
Financial planning fixed fees range from $50 to $250
0.0% to 2.0% annually (negotiable)
Main office
3200 Croasdaile Drive, Suite 402
Durham NC 27705
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Diversified Investment Services · Diversified Investment Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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