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| DMKC Advisory Services LLC
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|---|---|
| CRD # | 145112 |
| SEC # | 801-68395 |
| CIK # | 0001901337 |
| AUM | $902.5 M (2026-03-05) |
| Employees | 13 (62% Investors, 85% Brokers) |
| Phone | 515-221-1133 |
| Address | 3900 Ingersoll Avenue Des Moines, IA 50312 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001901337 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 10.5 | ||
| Deere & Co | 9.4 | ||
| US Bancorp de | 8.3 | ||
| Principal Financial Group Inc | 7.9 | ||
| Wells Fargo & Co/MN | 7.6 | ||
| Johnson & Johnson | 6.6 | ||
| 3M Co | 6.3 | ||
| Microsoft Corp | 6.1 | ||
| Cummins Inc | 5.5 | ||
| Goldman Sachs Group Inc | 4.9 | ||
| State Street Corp | 4.7 | ||
| United Technologies Corp /DE/ | 4.2 | ||
| Sysco Corp | 4.2 | ||
| J P Morgan Chase & Co | 4.2 | ||
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| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.9 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.9 |
|
Convergence Financial LLC
✚
|
MO | 0.9 |
|
Mengis Capital Management Inc
✚
|
OR | 0.9 |
|
Navis Wealth Advisors LLC
✚
|
NY | 0.9 |
|
The Fairman Group LLC
✚
|
PA | 0.9 |
|
MARS Jewett Financial Group Inc
✚
|
WA | 0.9 |
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.9 |
|
Wealthtrust Axiom LLC
✚
|
PA | 0.9 |
|
Nippon Value Investors KK
✚
|
0.9 |