DB & C ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$252M

Discretionary

$216M

86% of AUM

Avg account

$737K

Accounts

342

Employees

Advisory reps

Firm details

Headquarters: HOLLAND, Michigan
CRD number: 155645
Registered since: November 15, 2018
Website: www.dbc-advisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.9%
Individuals21.81%
Pension & Profit Sharing Plans14.37%
Corporations / Businesses1.4%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

DB & C Advisors, LLC is an independent registered investment adviser that appears to blend financial planning with discretionary portfolio management for both individuals/families and institutional clients. The firm registered with the SEC in 2018 and identifies as a capital allocator that selects third‑party managers as part of its offering. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. DB & C charges both a percentage of assets under management and hourly fees, and it reports that it is not an active ESG investor.