← Directory
DMK ADVISOR GROUP, INC.
CRD 41067File 801-121389
APPROVED
Retail clients
Disclosure events
Filing as of Jun 2, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.