DMK ADVISOR GROUP, INC.

Broker-DealerFINRA MemberEst. 2021
Total AUM
$131M
Discretionary
$131M
100% of AUM
Accounts
779
Employees
38
Advisory reps
41
Brokerage reps
38

Firm details

Headquarters
LUTZ, Florida
CRD number
41067
Registered since
June 3, 2021
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI61.71%
  • Individuals38.29%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

DMK Advisor Group, Inc. is a corporation operating as an independent broker-dealer and insurance broker that registered with the SEC in 2021. The firm is owner-operated and focuses on individual and family clients, delivering financial planning and portfolio management services for individuals and small businesses. Its compensation combines asset-based fees and fixed fees, and the firm acts in both brokerage and advisory capacities rather than as a capital allocator. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser or pension consultant in its filings. Its advisory scope is centered on retail clients and incorporates insurance products alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 70%, Exchange Traded Equities 20%, Non-Exchange Traded Equities 5%, US Government Bonds 5%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities20%
  • Non-Exchange Traded Equities5%
  • US Government Bonds5%

Owners & executives

3 of 4
  • STEPHEN KOHN

    President, COOCRD 1267211

  • PETER WYROUGH

    CEOCRD 1291706

  • Donald Paracca

    CEO and PresidentCRD 7812325

Unlock 1 more executives

Contacts

3 of 37
  • ALAN WOOLEVER

    Insurance AgentCRD 1445680

  • HANNAH STANLEY

    Founder & PrincipalCRD 6636772

  • COLIN MACLEOD

    Investment Adviser RepresentativeCRD 6220095

Unlock 34 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LUTZ, FL

HILLSBOROUGH

Location

LUTZ, FL

Headquartered in LUTZ, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
17961 Hunting Bow Cir
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth