DBM Advisors, LLC
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About
DBM Advisors, LLC provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, and charitable organizations. The firm also offers business consulting and capital‑readiness services to owners of privately held businesses as part of its investment management engagements.
The firm documents client objectives in individualized Investment Policy Statements and manages accounts on either a discretionary or non‑discretionary basis, typically recommending ETFs alongside mutual funds, fixed income, REITs and other instruments. DBM’s analysis combines charting, fundamental, quantitative and modern portfolio theory and the firm employs strategies that include long‑ and short‑term trading, margin and options, risks of which are disclosed to clients.
Distinctive features include an affiliation with a broker‑dealer and principals who serve as registered representatives and licensed insurance agents, relationships the firm discloses and documents as potential conflicts when commissionable products are recommended. DBM’s routine inclusion of business and capital‑readiness consulting within advisory fees, its willingness to work with corporate and charitable clients, and its requirement that clients use a specific custodian differentiate its operating model from many independent peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning ranging from $300 to $5,000; fees are negotiable.
All Assets+: Up to 1.75% annually
Compensation for sale of securities by Charles Dewitt Burkes as a registered representative and insurance agent; commissions are not the primary source of advisory compensation.
$100 to $300 per hour for financial planning services; fees are negotiable.
Main office
101 Park Ave Ste 400
Oklahoma City OK 73102
Advisors at this office
2
Most active in
Louisiana · Oklahoma · Texas
Also doing business as
Biggs Financial · Dbm 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Charles B
Series 66
Oklahoma City, OK
DBM Advisors, LLC
Charles Burkes is a financial advisor with DBM Advisors, LLC in Oklahoma City, holding a Series 66 credential and 17 years of industry experience. He has worked previously at Securities America Advisors and Securities America Inc. Outside of his advisory work, he is involved in real estate through a managing partner role in which he buys, improves, and sells or rents properties. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates business consulting and capital-readiness services into its investment management, employing a range of strategies with a documented client-first approach.
Nicholas D
Series 66
Oklahoma City, OK
DBM Advisors, LLC
Nicholas Duthie is a financial advisor at DBM Advisors, LLC in Oklahoma City, holding a Series 66 designation with 15 years of industry experience. Prior to founding DBM Advisors in 2018, he worked at Securities America Advisors and Securities America Inc for nine years. Outside of advisory services, he is the managing partner of a real estate venture focused on property improvement and sales. DBM Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm also offers business consulting and capital-readiness services and utilizes a range of investment strategies including ETFs, mutual funds, fixed income, and options, managing accounts on both discretionary and non-discretionary bases.
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