|
⚲
|
| Keyboard |
| DMC Group LLC
✚
|
|
|---|---|
| CRD # | 174077 |
| SEC # | 801-118659 |
| CIK # | 0001893403 |
| AUM | 176.7 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 205-703-0900 |
| Address | 2301 Morris Avenue Birmingham, AL 35203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001893403 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.7 | ||
| Microsoft Corp | 3.7 | ||
| Alphabet Inc | 3.4 | ||
| Amazon Com Inc | 2.8 | ||
| Facebook Inc | 2.6 | ||
| United Technologies Corp /DE/ | 2.5 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Gilead Sciences Inc | 1.8 | ||
| Chevron Corp | 1.6 | ||
| Southern Co | 1.6 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Netflix Inc | 1.6 | ||
| Valero Energy Corp/Tx | 1.5 | ||
| Cisco Systems Inc | 1.5 | ||
| Steel Dynamics Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| AbbVie Inc | 1.4 | ||
| United Community Banks Inc | 1.4 | ||
| Intel Corp | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 16.0 |
| (b) Individuals (high net worth individuals) | 32 | 123.3 |
| (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 | 4 | 27.0 |
| (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 | 2 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 177.7 |
| By Discretionary | ||
| Discretionary | 211 | 132.1 |
| Non-Discretionary | 2 | 45.6 |
| Total | 213 | 177.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.7 | |
| Total | 213 | 177.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001893403] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Periope LC
✚
|
UT | 177.2 M |
|
Marathon Mission Inc
✚
|
NY | 177.1 M |
|
HTAA LLC
✚
|
IL | 177.0 M |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 176.6 M |
|
Capstone Investment Group LLC
✚
|
WA | 176.4 M |
|
Collins Advisors LLC
✚
|
NY | 176.4 M |
|
Parable LLC
✚
|
FL | 176.3 M |
|
NDWM LLC
✚
|
CA | 176.3 M |
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |