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DB & C ADVISORS, LLC

CRD 155645File 801-114290
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$252.2M
Below cohort median (national)
Discretionary AUM
$215.9M
Non-discretionary $36.2M
Clients
329
342 accounts
Employees
11
Below cohort median in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Nov 15, 2018
Principal office
355 SETTLERS ROAD, SUITE 310, HOLLAND, MI, 49423
Phone
616-355-3455

Assets & accounts

ADV Item 5F
Total regulatory AUM
$252.2M
Discretionary AUM
$215.9M
Non-discretionary AUM
$36.2M
Discretionary accounts
330
Non-discretionary accounts
12
Total accounts
342
AUM per client
$766K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other6$3.5M
Charitable organizationsFewer than 5$1.3M
High net worth individuals56$156.1M
Pension and profit sharing plansFewer than 5$36.2M
Individuals (other than high net worth individuals)267$55.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.