{
  "crd_number": 320878,
  "slug": "daymark-wealth-partners-llc-cincinnati-oh-320878",
  "primary_business_name": "DAYMARK WEALTH PARTNERS, LLC",
  "legal_name": "DAYMARK WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 5042043338.0,
  "raum_discretionary": 5042043338.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 40,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 216797547.0,
      "count": 20
    },
    "individuals": {
      "raum": 654044176.0,
      "count": 1147
    },
    "pension_profit_sharing": {
      "raum": 10413692.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 4117214188.0,
      "count": 913
    },
    "corporations_other_businesses": {
      "raum": 43573735.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://compassdmwp.com",
    "https://daymarkwealthpartners.com",
    "https://facebook.com/DayMarkWP",
    "https://hbgroupdmwp.com",
    "https://instagram.com/daymarkwp",
    "https://linkedin.com/company/daymark-wealth-partners",
    "https://music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track",
    "https://podcasts.apple.com/us/podcast/staying-on-track/id1719626261",
    "https://twitter.com/DayMarkWP",
    "https://youtube.com/channel/UCBVSi102hNpgoWrrQgnhr1A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320878",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/daymark-wealth-partners-llc-cincinnati-oh-320878",
  "display_name": "Daymark Wealth Partners, LLC",
  "summary": "Daymark Wealth Partners, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Daymark Wealth Partners, LLC (CRD 320878): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Daymark Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Daymark Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Daymark Wealth Partners, LLC located?",
      "a": "Daymark Wealth Partners, LLC's principal office is in Cincinnati, OH, according to its Form ADV; the October 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Daymark Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Daymark Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 320878."
    },
    {
      "q": "How much does Daymark Wealth Partners, LLC manage?",
      "a": "Daymark Wealth Partners, LLC reports $5,042,043,338 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Daymark Wealth Partners, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Daymark Wealth Partners, LLC: Regulatory assets under management: $649,354,000 in the October 2022 data and $5,042,043,338 in the October 2026 data, up 676%. Total employees: 8 in October 2022 and 40 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Daymark Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,147); high net worth individuals (913); corporations or other businesses not listed above (22)."
    },
    {
      "q": "Which custodians does Daymark Wealth Partners, LLC use?",
      "a": "Daymark Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Daymark Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/320878"
    },
    {
      "q": "What changed in Daymark Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Sarasota, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 649354000.0,
      "total_employees": 8,
      "filing_date": "2022-07-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 907806782.0,
      "total_employees": 20,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2503776924.0,
      "total_employees": 26,
      "filing_date": "2024-08-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3939833944.0,
      "total_employees": 31,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5042043338.0,
      "total_employees": 40,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Sarasota, FL."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Madison, WI."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Hofstetter Baron Group of Daymark Wealth Partners.",
        "No longer lists the business name Compass Group of Daymark Wealth Partners.",
        "Employees performing advisory functions went from 19 to 21.",
        "Regulatory assets under management went from $3,939,833,944 to $5,042,043,338 (+28%).",
        "Added an office in Sanibel, FL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Fort Lauderdale, FL.",
        "Changed its office addresses in Stuart, FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/daymark-wealth-partners-llc-cincinnati-oh-320878.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1147,
      "fewer_than_5": false,
      "raum": 654044176.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 913,
      "fewer_than_5": false,
      "raum": 4117214188.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 10413692.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 216797547.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 43573735.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320878",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}