Daymark Wealth Partners, LLC
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 320878
- Registered since
- May 2, 2022
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI81.66%
- Individuals12.97%
- Charitable Organizations4.3%
- Corporations / Businesses0.86%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Daymark Wealth Partners, LLC is an independent registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (initial registration in 2022) and combines financial planning and portfolio management for individuals and small businesses with third-party manager selection. It operates as an insurance broker in addition to advisory services and reports a diversified fee model that includes percentage-of-AUM billing, hourly and fixed fees, and performance-based arrangements. Daymark also identifies as an active ESG investor and engages in manager selection rather than relying solely on in-house strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 393Active vs passive
$1.5B in ETFs
66%
$1B
30%
$525M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $145M | 206,837 | 9.51% |
Location
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9675 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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