Draper, UT Office

DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations and retirement plans, and offers optional financial planning. The firm manages roughly $130.8 million across about 515 client relationships and generally accepts accounts at a stated $10,000 minimum with household exceptions.

The firm offers both discretionary active management and non‑discretionary, consultative relationships; discretionary accounts may see relatively frequent trading and model‑driven rebalancing while non‑discretionary accounts are managed more conservatively. Investment models are built using mutual funds and exchange‑traded funds only and are informed by a blend of technical and fundamental analysis with daily monitoring and periodic rebalancing.

What distinguishes DMK from many peer team advisers is its dual role as a registered broker‑dealer and as an investment adviser that sponsors wrap accounts—all client accounts are treated as wrap accounts and trades are executed through its clearing arrangement. The firm also maintains registered representative activity and offers insurance product transactions, a combination of broker‑dealer affiliation, wrap program sponsorship and insurance brokerage that is uncommon among similarly sized team RIA firms.