A complete list of active advisors currently associated with DMKC Advisory Services, LLC

Warmer can help you find a great advisor at DMKC Advisory Services, LLC or one who fits your needs even better.

DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals (including high‑net‑worth clients), as well as corporations, businesses and charitable organizations, managing approximately $902.5 million for about 473 clients through a six‑advisor team. Services include ongoing portfolio management delivered on discretionary and non‑discretionary bases via the firm’s managed platforms (Atlas and Anchor) and separately managed strategies, together with financial planning and implementation support. The firm generally pursues a long‑term buy‑and‑hold approach grounded in fundamental analysis, constructing diversified portfolios using no‑load mutual funds, ETFs, equities and fixed income and employing model allocations in the Anchor program or more customized strategies in Atlas. DMKC may delegate portions of portfolios to third‑party managers and reviews managers based on performance, cost, philosophy, compliance controls and other factors, while accommodating client‑specific needs such as legacy holdings, tax considerations and reasonable investment restrictions. A distinctive feature of DMKC is its affiliation and common ownership with D.M. Kelly & Company, an affiliated broker‑dealer, and the firm’s requirement that clients using Atlas, Anchor or separately managed strategies transact through that affiliated broker‑dealer with clearing and custody through Wells Fargo Clearing Services — an arrangement that is uncommon among peer team firms and that the brochure identifies as creating potential conflicts of interest. The firm’s disclosures describe controls and client options to address those conflicts, including prior consent and disclosure for principal trades, a Code of Ethics, the ability for clients to request client‑directed brokerage (with limitations), and an annual surprise custody examination.

To learn more about the advisors currently working at DMKC Advisory Services, LLC, 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.