|
⚲
|
| Keyboard |
| DBK Financial Counsel LLC
✚
|
|
|---|---|
| CRD # | 170688 |
| SEC # | 801-123343 |
| CIK # | 0001904822 |
| AUM | 199.5 M (2026-02-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 2.3 | ||
| Apple Inc | 1.6 | ||
| SPDR Gold Trust | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 7.9 |
| (b) Individuals (high net worth individuals) | 44 | 148.9 |
| (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 | 5 | 5.6 |
| (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 | 5 | 37.1 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 199.5 |
| By Discretionary | ||
| Discretionary | 179 | 167.7 |
| Non-Discretionary | 48 | 31.7 |
| Total | 227 | 199.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.5 | |
| Total | 227 | 199.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904822] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aspen Private Advisors LLC
✚
|
SD | 199.9 M |
|
IA Network LLC
✚
|
NC | 199.5 M |
|
KG Capital Management LLC
✚
|
LA | 199.5 M |
|
Executive Financial Services Inc
✚
|
MI | 199.4 M |
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 199.4 M |
|
Sechrest Financial Services LLC
✚
|
MA | 199.2 M |
|
AIO Financial LLC
✚
|
AZ | 199.2 M |
|
RIK Saylor Financial Inc
✚
|
OH | 199.2 M |
|
Financial Architects LLC
✚
|
GA | 199.2 M |
|
RWA Advisors LLC
✚
|
FL | 199.1 M |