Dbk Financial Counsel, LLC
● SEC registered since 2022CRD 170688SEC# 801-123343Cuyahoga Falls, OH
Reg. AUM
$199.5M
Employees
4
Accounts
227
Location
Cuyahoga Falls, OH
Dbk Financial Counsel, LLC assets under management
Dbk Financial Counsel, LLC is an SEC-registered investment adviser based in Cuyahoga Falls, OH. The firm has been registered since 2022. It reports $199.5 million in regulatory assets under management and employs 4 people.
Dbk Financial Counsel, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Benjamin Kearns Control | Managing Member ,chief Compliance Officer & Chief Investment Officer | Over 75% | 2014 |
Frequently asked questions
How much does Dbk Financial Counsel, LLC manage?
Dbk Financial Counsel, LLC reports $199.5 million in regulatory assets under management on its Form ADV.
How many employees does Dbk Financial Counsel, LLC have?
Dbk Financial Counsel, LLC reports 4 employees.
Where is Dbk Financial Counsel, LLC located?
Dbk Financial Counsel, LLC is based in Cuyahoga Falls, OH and has been SEC-registered since 2022.
Does Dbk Financial Counsel, LLC disclose fund performance?
Dbk Financial Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH 44223 |
| Phone | 330-923-3038 |
| Fax | 330-923-5445 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.5M▲ 49%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.5Mregulatory AUM
Discretionary $167.7MNon-discretionary $31.7M