DBK FINANCIAL COUNSEL, LLC

Overview

DBK Financial Counsel, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and institutional entities; the firm also lists accounting as a business activity and has an industry affiliation with a law firm. Investment activity is centered on public funds and mutual funds, with a clear bias toward liquid, ETF-based exposures. Filings indicate a conservative tilt in public holdings—large allocations to short-duration Treasury-bill ETFs and broad-market ETFs—rather than to private or illiquid strategies. The firm charges a blend of percentage-of-AUM and fixed fees and does not position itself as an ESG-focused manager, a multi-state adviser, or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices