DBM Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
293138
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

DBM Advisors, LLC operates as a small advisory firm and registered representative of a broker-dealer. The firm charges fees as a percentage of assets under management and focuses its advisory services on financial planning and portfolio management for individuals and small businesses. Ownership is structured as a combination of a domestic entity and an individual. DBM Advisors reports it is not an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Charles Burkes

    Financial AdvisorCRD 5631074

  • Nicholas Duthie

    Investment Adviser RepresentativeCRD 5870451

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Oklahoma City, OK

Oklahoma

Location

Oklahoma City, OK

Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Oklahoma
Address
101 Park Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth