A complete list of active advisors currently associated with DMK Advisor Group, Inc.

Warmer can help you find a great advisor at DMK Advisor Group, Inc. or one who fits your needs even better.

DMK Advisor Group, Inc. is a registered investment adviser that also operates as an independent broker‑dealer. The firm manages roughly $84.5 million in client assets and provides discretionary and non‑discretionary portfolio management along with optional financial planning to individuals, small businesses, trusts and retirement or profit‑sharing plans. Portfolios are constructed using mutual funds and exchange‑traded funds only, with investment models monitored daily and rebalancing or trading activity implemented according to market conditions. The firm employs a mix of technical (charting) and fundamental analysis, offering more active trading in discretionary accounts and a consultative, less frequent trading approach for non‑discretionary accounts. What distinguishes this firm from many multi‑team peers is its dual role as an RIA and a registered broker‑dealer, its disclosed insurance brokerage activity, and its affiliation with an in‑house broker‑dealer that clears through an external clearing firm. Senior management includes personnel with broker‑dealer operations, FINOP and compliance credentials, and the firm treats managed accounts as wrap arrangements with custody maintained at a clearing agent.

To learn more about the advisors currently working at DMK Advisor Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.