Dmkc Advisory Services, LLC

RIASEC RegisteredEst. 2007
Total AUM
$903M
Discretionary
$782M
87% of AUM
Avg account
$954K
Accounts
946
Employees
13
Advisory reps
7

Firm details

Headquarters
Des Moines, Iowa
CRD number
145112
Registered since
September 28, 2007
Website
www.dmkc.com
Custodians
FIRST CLEARING, LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI47.49%
  • Charitable Organizations30.71%
  • Individuals10.43%
  • Corporations / Businesses10.43%
  • Pension & Profit Sharing Plans0.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dmkc Advisory Services, LLC is an SEC-registered advisory firm organized as a limited liability company and registered in 2007. The firm serves both individual/family and institutional clients and offers financial planning along with portfolio management for individuals, small businesses and institutions. Its stated fee model combines a percentage-of-AUM approach with hourly billing. The firm reports an affiliation with a broker-dealer, does not identify as a capital allocator, and does not market itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 67%, Exchange Traded Equities 18%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, US Government Bonds 3%, State & Local Bonds 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds4%
  • US Government Bonds3%

Owners & executives

3 of 3
  • Daniel Kelly

    Daniel Kelly

    President, CeoCRD 266912

  • Kevin Shires

    Kevin Shires

    Chief Financial Officer (Cfo)CRD 4974827

  • Kathleen Halliwell

    Kathleen Halliwell

    Chief Compliance OfficerCRD 1216284

Contacts

3 of 4
  • Daniel Kelly

    Daniel Kelly

    PresidentCRD 4751840

  • Andrew Harrison

    Registered RepresentativeCRD 6279956

  • Patrick Kelly

    Patrick Kelly

    Financial AdvisorCRD 4246690

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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 33

Active vs passive

$414M in ETFs

Passive

41%

$170M

Active

24%

$244M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)VanguardPassiveShort Term Bond$45M570,00510.89%
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Location

Primary office

Des Moines, IA

Polk

Location

Des Moines, IA

Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
3900 Ingersoll Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth