Dmkc Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Des Moines, IA. Its latest Form ADV filing, dated March 5, 2026, reports $903M in regulatory assets under management, 13 employees, and 946 accounts.
Assets Under Management
$903M
Employees
13
Offices
--
Total Clients
500
Primary office
DES MOINES, IA
3900 INGERSOLL AVENUE, SUITE 300, DES MOINES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
254
2
Individuals
43.8%
219
3
Charitable
5.4%
27
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$903Mas of March 5, 2026
Discretionary86.6%
$782M
87% of total RAUM86.6%
Non-discretionary13.4%
$121M
13% of total RAUM13.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$903M
Total Accounts946
10Y AUM Change+$642M (+246.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee38:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.