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| DMC Group LLC
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| CRD # | 174077 |
| SEC # | 801-118659 |
| CIK # | 0001893403 |
| AUM | $186.0 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 205-703-0900 |
| Address | 2301 Morris Avenue Birmingham, AL 35203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001893403 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Microsoft Corp | 4.7 | ||
| Facebook Inc | 3.7 | ||
| Palantir Technologies Inc | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Netflix Inc | 2.3 | ||
| Alphabet Inc | 2.1 | ||
| SAP SE | 1.9 | ||
| United Community Banks Inc | 1.9 | ||
| BlackRock Inc | 1.8 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| United Technologies Corp /DE/ | 1.7 | ||
| Fortinet Inc | 1.6 | ||
| Gilead Sciences Inc | 1.5 | ||
| Advanced Micro Devices Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Southern Co | 1.3 | ||
| Cisco Systems Inc | 1.2 | ||
| Procter & Gamble Co | 1.2 | ||
| Shopify Inc | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 10.8 |
| (b) Individuals (high net worth individuals) | 30 | 96.9 |
| (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 | 1 | 0.6 |
| (h) Charitable organizations | 4 | 70.2 |
| (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 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 187 | 186.0 |
| By Discretionary | ||
| Discretionary | 181 | 140.2 |
| Non-Discretionary | 6 | 45.8 |
| Total | 187 | 186.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.0 | |
| Total | 187 | 186.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001893403] |
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