Daymark Wealth Partners, LLC

RIASEC RegisteredEst. 2022
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$681K
Accounts
7,405
Employees
40
Advisory reps
33

Firm details

Headquarters
Montgomery, Ohio
CRD number
320878
Registered since
May 2, 2022
Website
www.daymarkwealthpartners.com
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

FINTRX

Overview

Daymark Wealth Partners, LLC is an independent, SEC-registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm, organized as an LLC and registered in 2022, combines traditional advisory services—financial planning and portfolio management for individuals and small businesses—with selection of outside managers and insurance brokerage. Its billing mix includes percentage-of-AUM fees alongside hourly, fixed-fee engagements and performance-based arrangements. Daymark also identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 32%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 2%, Non-Investment Grade Corp Bonds 1%52%
  • 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

    Loni Adams-kiskaden

    Managing Director, Chief Compliance OfficerCRD 4868542

Contacts

3 of 32
  • Andrew Sikorovsky

    Andrew Sikorovsky

    Managing PartnerCRD 4518461

  • Kimberly Fitzgerald

    Kimberly Fitzgerald

    Senior DirectorCRD 2870680

  • Joseph Schmidt

    Joseph Schmidt

    Managing PartnerCRD 2422608

Unlock 29 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 364

Active vs passive

$1.4B in ETFs

Passive

66%

$945M

Active

31%

$496M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$126M184,1418.78%
Unlock additional holdings →

Location

Primary office

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

Similar firms

On Investment Management Co

RIA

Montgomery, OH

AUM $3.2BTEAM 196REPS 210

Constellation Investments, Inc.

RIA

Montgomery, OH

AUM $31.5BTEAM 45REPS 6

Retirement Plan Advisors Ltd

RIA

Montgomery, OH

AUM $48MTEAM 2REPS 2

Beechwood Capital Management, Inc.

RIA

Montgomery, OH

AUM $12.5MTEAM 1REPS 1

Wellspring Family Office

RIA

Cleveland, OH

AUM $5.1BTEAM 31REPS 9

Rockbridge Capital, LLC

RIA

Columbus, OH

AUM $5BTEAM 125REPS 6
More RIAs in Montgomery →All Ohio RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth