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Dbk Financial Counsel, LLC

● SEC registered since 2022CRD 170688SEC# 801-123343Cuyahoga Falls, OH
Export (members)
Reg. AUM
$159.5M
Employees
4
Accounts
187
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 $159.5 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Dbk Financial Counsel, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Benjamin Kearns ControlManaging Member ,chief Compliance Officer & Chief Investment OfficerOver 75%2014

Frequently asked questions

How much does Dbk Financial Counsel, LLC manage?

Dbk Financial Counsel, LLC reports $159.5 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

Address198 W. Portage Trail Ext., Ste. 105, Cuyahoga Falls, OH 44223
Phone330-923-3038
Fax330-923-5445
Office hours8:00 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.5M
Non-discretionary$28M
Total (RAUM)$159.5M