# Divi-Vest Advisors

Divi-Vest Advisors is an Asset Manager based in Fort Wayne, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Fort Wayne, United States
- **Region:** North America
- **Address:** Fort Wayne, IN, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** divi-vest.com

## Regulatory record

- **CRD number:** 120645
- **SEC file number:** 801-61293
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120645

## About

DIVI-VEST ADVISORS is an SEC-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Public Equities
- Fixed Income

## People

- Rodney D. Shrock — Chief Executive Officer

## Questions

### What does Divi-Vest Advisors invest in?

The firm manages portfolios across two primary asset classes: publicly traded dividend-paying common stocks and individual fixed-income securities, including government and high-grade corporate bonds. It has no disclosed allocation to private equity, venture capital, hedge funds, or real estate. The equity strategy skews toward large-cap US companies with a reliable history of returning cash to shareholders via dividends.

### Does Divi-Vest Advisors participate in fund commitments or direct deals?

No. Divi-Vest does not commit to third-party private equity, venture capital, or hedge funds. It also does not participate in direct deals, co-investments, or special purpose vehicles. The strategy is limited to directly purchasing individual securities — stocks and bonds — in client accounts. There is no externally sourced deal flow or GP relationship disclosure.

### What kind of investors does Divi-Vest typically work with?

Divi-Vest's client base is principally individual investors, including high-net-worth individuals, trusts, and retirement accounts, with a smaller institutional presence. Its strategy is built for conservative, income-seeking investors rather than total-return maximizers. The Fort Wayne location and dividend-focused approach suggest a client base concentrated in the Midwest region.

## Related profiles

- [Diveedi](https://altss.com/profile/diveedi)
- [DKA Capital](https://altss.com/profile/dka-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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