CUYAHOGA FALLS, OHCRD 170688Latest ADV February 19, 2026
Dbk Financial Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cuyahoga Falls, OH. Its latest Form ADV filing, dated February 19, 2026, reports $199M in regulatory assets under management, 4 employees, and 227 accounts.
Assets Under Management
$199M
Employees
4
Offices
--
Total Clients
77
Primary office
CUYAHOGA FALLS, OH
198 W. PORTAGE TRAIL EXT., STE. 105, CUYAHOGA FALLS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
44
2
Individuals
29.9%
23
3
Charitable
6.5%
5
4
Corporations
6.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 19, 2026
Discretionary84.1%
$168M
84% of total RAUM84.1%
Non-discretionary15.9%
$32M
16% of total RAUM15.9%
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$199M
Total Accounts227
10Y AUM Change+$88M (+79.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change+1 (+33.3%)
* 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.