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DB & C ADVISORS, LLC
CRD 155645File 801-114290
APPROVED
Retail clients
Filing as of Sep 17, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.DBC-ADVISORS.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.5M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 56 | $156.1M |
| Pension and profit sharing plans | Fewer than 5 | $36.2M |
| Individuals (other than high net worth individuals) | 267 | $55.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 8 | 11 | increased by3 |
| Feb 1, 2026 | Custody | Yes | No | |
| Feb 1, 2026 | Clients | 289 | 329 | increased by40 |
| Feb 1, 2026 | AUM | $231,102,796 | $252,161,280 | increased by$21,058,484 |
| Feb 1, 2026 | Accounts | 292 | 342 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 216 | 289 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $184,999,503 | $231,102,796 | increased by$46,103,293 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 621 | 292 | decreased by329 |
| Mar 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 188 | 216 | increased by28 |
| Mar 1, 2022 | AUM | $162,431,758 | $184,999,503 | increased by$22,567,745 |
| Mar 1, 2022 | Accounts | 502 | 621 | increased by119 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DB ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DB ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.