Dmkc Advisory Services, LLC
● SEC registered since 2007CRD 145112SEC# 801-68395Des Moines, IA
Reg. AUM
$902.5M
Employees
13
Accounts
946
Location
Des Moines, IA
Dmkc Advisory Services, LLC assets under management
Dmkc Advisory Services, LLC is an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2007. It reports $902.5 million in regulatory assets under management and employs 13 people.
Dmkc Advisory Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D. M. Kelly & Company Control | Owner | Over 75% | 2007 |
| Daniel Michael Kelly Control | President And Managing Member | Under 5% | 2020 |
| Kathleen Crichton Halliwell Control | Chief Compliance Officer | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dmkc Advisory Services, LLC manage?
Dmkc Advisory Services, LLC reports $902.5 million in regulatory assets under management on its Form ADV.
How many employees does Dmkc Advisory Services, LLC have?
Dmkc Advisory Services, LLC reports 13 employees.
Where is Dmkc Advisory Services, LLC located?
Dmkc Advisory Services, LLC is based in Des Moines, IA and has been SEC-registered since 2007.
Does Dmkc Advisory Services, LLC disclose fund performance?
Dmkc Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312 |
| Phone | 515-221-1133 |
| Fax | 515-221-1031 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$902.5M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$902.5Mregulatory AUM
Discretionary $781.8MNon-discretionary $120.7M