Daymark Wealth Partners, LLC

RIASEC RegisteredEst. 2022
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$681K
Accounts
7,405
Employees
40
Advisory reps
33

Firm details

Headquarters
Montgomery, Ohio
CRD number
320878
Registered since
May 2, 2022
Website
www.daymarkwealthpartners.com
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

FINTRX

Overview

Daymark Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers; the firm also operates as an insurance broker. Daymark offers a range of fee models — percentage of AUM, hourly, fixed fees and performance-based arrangements — and identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 1%52%
  • 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

    Loni Adams-kiskaden

    Managing Director, Chief Compliance OfficerCRD 4868542

Contacts

3 of 32
  • Andrew Sikorovsky

    Andrew Sikorovsky

    Managing PartnerCRD 4518461

  • Kimberly Fitzgerald

    Kimberly Fitzgerald

    Senior DirectorCRD 2870680

  • Joseph Schmidt

    Joseph Schmidt

    Managing PartnerCRD 2422608

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 318

Active vs passive

$1.1B in ETFs

Passive

63%

$668M

Active

33%

$401M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$88.2M147,6128.26%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth