CINCINNATI, OHCRD 320878Latest ADV February 6, 2026
Daymark Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 6, 2026, reports $5.0B in regulatory assets under management, 40 employees, 9 offices, and 7,405 accounts.
Assets Under Management
$5.0B
Employees
40
Offices
9 offices
Total Clients
2,107
Primary office
CINCINNATI, OH
9675 MONTGOMERY ROAD, STE 201, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
1,147
2
HNWI
43.3%
913
3
Corporations
1.0%
22
4
Charitable
0.9%
20
5
Pension Plans
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of February 6, 2026
Discretionary100.0%
$5.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.0B
Total Accounts7,405
10Y AUM Change+$5.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee53:1
10Y Employee Change+35 (+700.0%)
* 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.