Daymark Wealth Partners, LLC
Firm details
- Headquarters
- Montgomery, Ohio
- CRD number
- 320878
- Registered since
- May 2, 2022
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI81.66%
- Individuals12.97%
- Charitable Organizations4.3%
- Corporations / Businesses0.86%
- Pension & Profit Sharing Plans0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Daymark Wealth Partners, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It also operates as an insurance broker, which informs its use of annuities and insurance-related solutions alongside advisory services. Daymark reports being an active ESG investor and offers a mix of fee arrangements, including percentage of assets under management, fixed and hourly fees, and performance‑based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Owners & executives
1 of 1
Loni Adams-kiskaden
Managing Director, Chief Compliance OfficerCRD 4868542
Contacts
3 of 31
Andrew Sikorovsky
Managing PartnerCRD 4518461
Kimberly Fitzgerald
Senior DirectorCRD 2870680
Joseph Schmidt
Managing PartnerCRD 2422608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 318Active vs passive
$1.1B in ETFs
63%
$668M
33%
$401M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $88.2M | 147,612 | 8.26% |
Location
Montgomery, OH
Hamilton
Location
Montgomery, OH
Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9675 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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