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| Keyboard |
| DMK Advisor Group Inc
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|---|---|
| CRD # | 41067 |
| SEC # | 801-121389 |
| CIK # | |
| AUM | 130.8 M (2026-06-02) |
| Employees | 38 (74% Investors, 100% Brokers) |
| Phone | 813-996-6100 |
| Address | 17961 Hunting Bow Circle Lutz, FL 33558 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 412 | 50.1 |
| (b) Individuals (high net worth individuals) | 103 | 80.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 779 | 130.8 |
| By Discretionary | ||
| Discretionary | 779 | 130.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 779 | 130.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.8 | |
| Total | 779 | 130.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
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DE | 131.6 M |
|
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|
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|
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|
Bison Wealth Management LLC
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Open Source Investments LLC
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|
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130.7 M | |
|
Lincoln Douglas Investments LLC
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|
Montgomery Capital Advisors LLC
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|
NY | 130.1 M |
|
Seven Hills Capital Advisors LLC
✚
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