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| Happy Holidays!! thanks for using AUM13F!! |
| DBK Financial Counsel LLC
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|---|---|
| CRD # | 170688 |
| SEC # | 801-123343 |
| CIK # | 0001904822 |
| AUM | $159.5 M (2025-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 330-923-3038 |
| Address | 198 W Portage Trail Ext Cuyahoga Falls, OH 44223 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.2 | ||
| Apple Inc | 1.3 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 5.4 |
| (b) Individuals (high net worth individuals) | 38 | 116.3 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 5.1 |
| (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 | 3 | 32.6 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 159.5 |
| By Discretionary | ||
| Discretionary | 140 | 131.5 |
| Non-Discretionary | 47 | 28.0 |
| Total | 187 | 159.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.5 | |
| Total | 187 | 159.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904822] |
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