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DMK ADVISOR GROUP, INC.
CRD 41067File 801-121389
APPROVED
Retail clients
Disclosure events
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$130.8M
Bottom 25% of cohort (national)
Discretionary AUM
$130.8M
Clients
515
779 accounts
Employees
38
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 3, 2021
- Principal office
- 17961 HUNTING BOW CIRCLE, SUITE 102, LUTZ, FL, 33558
- Phone
- 813-996-6100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.8M
- Discretionary AUM
- $130.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 779
- Non-discretionary accounts
- 0
- Total accounts
- 779
- AUM per client
- $254K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 103 | $80.7M |
| Individuals (other than high net worth individuals) | 412 | $50.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 42 | 38 | decreased by4 |
| Jun 1, 2026 | Clients | 298 | 515 | increased by217 |
| Jun 1, 2026 | AUM | $84,480,870 | $130,803,725 | increased by$46,322,855 |
| Jun 1, 2026 | Accounts | 469 | 779 | increased by310 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 33 | 42 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 330 | 298 | decreased by32 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $80,621,557 | $84,480,870 | increased by$3,859,313 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 462 | 469 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 33 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 436 | 330 | decreased by106 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $61,931,669 | $80,621,557 | increased by$18,689,888 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 436 | 462 | increased by26 |
| Sep 1, 2022 | Employees | 48 | 42 | decreased by6 |
| Sep 1, 2022 | Clients | 446 | 436 | decreased by10 |
| Sep 1, 2022 | AUM | $78,267,230 | $61,931,669 | decreased by$16,335,561 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DMK ADVISOR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DMK ADVISOR” 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.