Firm profile

DB & C ADVISORS, LLC

HOLLAND, MICRD 155645Latest ADV March 3, 2026

Db & C Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holland, MI. Its latest Form ADV filing, dated March 3, 2026, reports $252M in regulatory assets under management, 11 employees, 1 office, and 342 accounts.

Assets Under Management
$252M
Employees
11
Offices
1 office
Total Clients
329
Primary office
HOLLAND, MI
355 SETTLERS ROAD, SUITE 310, HOLLAND, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(616) 355-3455
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCODaniel B. O'mealey

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
267
2
HNWI
17.0%
56
3
Corporations
1.8%
6
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$252Mas of March 3, 2026
Discretionary85.6%
$216M
86% of total RAUM85.6%
Non-discretionary14.4%
$36M
14% of total RAUM14.4%
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.

Total AUM$252M
Total Accounts342
10Y AUM Change+$123M (+95.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee30:1
10Y Employee Change+4 (+57.1%)

* 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.