DV KILL ADVISORY SERVICES, LLC

Overview

DV Kill Advisory Services, LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on individuals, families and small-business clients. The firm provides financial planning and discretionary portfolio management alongside insurance brokerage services. Its fee model blends AUM-based fees with hourly charges, which supports both ongoing investment management relationships and one-off planning engagements. Investment activity centers on fund-based core allocations supplemented by alternative strategies. Public mutual funds make up the largest single component of client portfolios, while the firm also allocates to hedge funds and real estate through third-party managers. Annuities are used as part of the product set, consistent with the firm’s insurance-broker role. DV Kill Advisory Services, LLC does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices