Dmkc Advisory Services, LLC
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 145112
- Registered since
- September 28, 2007
- Website
- www.dmkc.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI47.49%
- Charitable Organizations30.71%
- Individuals10.43%
- Corporations / Businesses10.43%
- Pension & Profit Sharing Plans0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dmkc Advisory Services, LLC is an SEC-registered investment advisory firm organized as an LLC and in operation since 2007. The firm describes its classification as an investment bank and serves both individual & family clients and institutional clients. Its advisory work covers financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm charges fees based on a percentage of assets under management and also uses hourly billing for some services. Dmkc maintains an industry affiliation as a broker-dealer. It is not positioned as a capital allocator and does not market itself as a multi-state or ESG-focused advisor.
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
3 of 3
Daniel Kelly
President, CEOCRD 266912
Kevin Shires
Chief Financial Officer (Cfo)CRD 4974827
Kathleen Halliwell
Chief Compliance OfficerCRD 1216284
Contacts
3 of 9
David Haas
Investement Advisor RepresentativeCRD 5599596
Andrew Harrison
Registered RepresentativeCRD 6279956
Daniel Kelly
PresidentCRD 4751840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$414M in ETFs
41%
$170M
24%
$244M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $45M | 570,005 | 10.89% |
Location
Des Moines, IA
Polk
Location
Des Moines, IA
Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 3900 Ingersoll Ave
- Time zone
- CT (UTC-6)
- Office locations
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