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 organized as an LLC and registered with the SEC in 2022. The firm identifies as a capital allocator and serves both individual and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its business model also includes insurance brokerage activity. Fee arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based components. The firm reports being an active ESG investor and notes a preference toward equities in its portfolio construction.
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
1 of 1
Loni Adams-kiskaden
Managing Director, Chief Compliance OfficerCRD 4868542
Contacts
3 of 32
Patrick Strader
Managing PartnerCRD 5117242
Andrew Sikorovsky
Managing PartnerCRD 4518461
Anthony Costanzo
Managing PartnerCRD 6858363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 364Active vs passive
$1.4B in ETFs
66%
$945M
31%
$496M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $126M | 184,141 | 8.78% |
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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