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DBK FINANCIAL COUNSEL, LLC
CRD 170688 · SEC 801-123343
198 W. PORTAGE TRAIL EXT., STE. 105, CUYAHOGA FALLS, OH, 44223, United States
Phone
330-923-3038
Fax
330-923-5445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.5M
Discretionary AUM
$167.7M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $7.9M |
| High net worth individuals | 44 | $148.9M |
| Charitable organizations | 5 | $5.6M |
| Corporations/business entities | 5 | $37.1M |
States served
NY, OH, FL
Official SEC filing: View on IAPD