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DBK FINANCIAL COUNSEL, LLC
CRD 170688File 801-123343
APPROVED
Retail clients
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$199.5M
Below cohort median (national)
Discretionary AUM
$167.7M
Non-discretionary $31.7M
Clients
77
227 accounts
Employees
4
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 28, 2022
- Principal office
- 198 W. PORTAGE TRAIL EXT., STE. 105, CUYAHOGA FALLS, OH, 44223
- Phone
- 330-923-3038
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $199.5M
- Discretionary AUM
- $167.7M
- Non-discretionary AUM
- $31.7M
- Discretionary accounts
- 179
- Non-discretionary accounts
- 48
- Total accounts
- 227
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $37.1M |
| Charitable organizations | 5 | $5.6M |
| High net worth individuals | 44 | $148.9M |
| Individuals (other than high net worth individuals) | 23 | $7.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.