DB & C Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,087,021
Clients
323
Advisors
10
of 11 employees
About
DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business clients. The firm manages assets on both discretionary and non‑discretionary bases and also advises on variable life/annuity products, 529 plans, and employer‑sponsored retirement plans, often using independent managers or sub‑advisers for portions of client portfolios.
The firm tailors its services to clients’ stated objectives and risk tolerances, with ongoing monitoring and at least quarterly reviews for managed accounts. Investment analysis uses a mix of fundamental, technical, and cyclical methods, and the firm may implement strategies that include options, private placements for accredited investors, and allocations to third‑party managers.
DB & C’s structure includes relationships that are uncommon among peers: several supervised persons are principals of a related certified public accounting firm (DeBoer), and those individuals provide pension consulting and third‑party administrator services to employee benefit plans, arrangements the brochure discloses as potential conflicts. The firm also provides investment advisory and administrative services for Raymond James‑sponsored donor advised funds and discloses it receives a portion of the DAFs’ internal administrative fees.
Client services
Expertise
Fee options
up to 2.25% annually (negotiable based on various factors)
Commission arrangements for insurance products offered by certain Advisory Affiliates (not direct fees from clients)
Generally $220 per hour for financial planning and consulting services
Fee-only: Generally $220/hour for financial planning and consulting services (negotiable)
Main office
355 Settlers Road, Suite 310
Holland MI 49423
Advisors at this office
10
Most active in
Florida · Louisiana · Michigan · Texas
Also doing business as
Db & C Advisors, LLC · Db&C Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
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