DB & C Advisors, LLC

RIASEC RegisteredEst. 2018

Total AUM

$252M

Discretionary

$216M

86% of AUM

Avg account

$737K

Accounts

342

Employees

Advisory reps

Firm details

Headquarters: Holland, Michigan
CRD number: 155645
Registered since: November 15, 2018
Website: www.dbc-advisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.9%
Individuals21.81%
Pension & Profit Sharing Plans14.37%
Corporations / Businesses1.4%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

DB & C Advisors, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC. The firm acts as a capital allocator and serves both individual/family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory services include selection of other advisers and pension consulting services as described on its ADV; however, the filing also indicates the firm is not registered as a pension consultant. DB & C charges clients primarily on a percentage-of-assets basis and also uses hourly fees for some work. The firm is not an active ESG investor and operates under a domestic ownership structure that includes individual ownership.