DMKC Advisory Services LLC

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DMKC Advisory Services LLC
CRD #145112
SEC #801-68395
CIK #0001901337
AUM 902.5 M (2026-03-05)
Employees 13 (62% Investors, 85% Brokers)
Phone515-221-1133
Address3900 Ingersoll Avenue
Des Moines, IA 50312
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
100080060040020002005201220192027
Sector Form 13F Holdings Value ($M)
Bank of America Corp /DE/ 10.5
Deere & Co 9.4
US Bancorp de 8.3
Principal Financial Group Inc 7.9
Wells Fargo & Co/MN 7.6
Johnson & Johnson 6.6
3M Co 6.3
Microsoft Corp 6.1
Cummins Inc 5.5
Goldman Sachs Group Inc 4.9
View All
Holdings by Sector ($M)
60048036024012002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 219 94.2
(b) Individuals (high net worth individuals) 254 428.6
(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 8.5
(h) Charitable organizations 27 277.2
(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 0 94.2
(n) Other 0 0.0
Total 946 902.5
By Discretionary
Discretionary 933 781.8
Non-Discretionary 13 120.7
Total 946 902.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 902.5
Total 946 902.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001901337]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4
ServesInstitutional, Retail
Comparable Firms State AUM
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Nippon Value Investors KK
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