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| DB & C Advisors LLC
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| CRD # | 155645 |
| SEC # | 801-114290 |
| CIK # | 0002107377 |
| AUM | 252.2 M (2026-03-03) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 616-355-3455 |
| Address | 355 Settlers Road Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107377 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 6.5 | ||
| AbbVie Inc | 4.5 | ||
| International Business Machines Corp | 4.3 | ||
| Palantir Technologies Inc | 4.0 | ||
| Nvidia Corp | 3.7 | ||
| Microsoft Corp | 3.5 | ||
| Caterpillar Inc | 3.2 | ||
| Costco Wholesale Corp /NEW | 3.1 | ||
| Visa Inc | 1.9 | ||
| Cullen Frost Bankers Inc | 1.8 | ||
| Gilead Sciences Inc | 1.8 | ||
| Shopify Inc | 1.8 | ||
| Emerson Electric Co | 1.7 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Eaton Corp Ltd | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| GS Acquisition Holdings Corp | 1.4 | ||
| Chevron Corp | 1.3 | ||
| Procter & Gamble Co | 1.1 | ||
| United Parcel Service Inc | 1.1 | ||
| Apple Inc | 1.1 | ||
| Duke Energy Corp | 1.0 | ||
| Coca Cola Co | 1.0 | ||
| Pfizer Inc | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 267 | 55.0 |
| (b) Individuals (high net worth individuals) | 56 | 156.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 36.2 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 252.2 |
| By Discretionary | ||
| Discretionary | 330 | 215.9 |
| Non-Discretionary | 12 | 36.2 |
| Total | 342 | 252.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.2 | |
| Total | 342 | 252.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107377] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Treasure Investment Management LLC
✚
|
AZ | 252.7 M |
|
GHE LLC
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Lee Kelleher & Klein Wealth Management LLC
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252.4 M | |
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The Abbit Management Corp
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Winters Financial Group Inc
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Morgan Dempsey Capital Management LLC
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QCA Capital Management Inc
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CA | 252.2 M |
|
Principled Wealth Advisors LLC
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KY | 252.1 M |
|
Fischer Investment Strategies LLC
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|
CA | 251.9 M |
|
Advanced Financial Strategies Inc
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|
CA | 251.7 M |