Dmk Advisor Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lutz, FL. Its latest Form ADV filing, dated December 19, 2025, reports $84M in regulatory assets under management, 42 employees, 1 office, and 469 accounts.
Assets Under Management
$84M
Employees
42
Offices
1 office
Total Clients
298
Primary office
LUTZ, FL
17961 HUNTING BOW CIRCLE, SUITE 102, LUTZ, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
216
2
HNWI
27.5%
82
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$84Mas of December 19, 2025
Discretionary100.0%
$84M
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.
Latest AUM$84M
Total Accounts469
10Y AUM Change+$6M (+7.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee7:1
10Y Employee Change-6 (-12.5%)
* 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.