# Daymark Wealth Partners, LLC

> 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.

- CRD: 320878
- Filed as: DAYMARK WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/320878
- AdvisorCensus page: https://advisorcensus.com/firm/daymark-wealth-partners-llc-cincinnati-oh-320878

## Quick answers

**How is Daymark Wealth Partners, LLC compensated?**
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.

**Where is Daymark Wealth Partners, LLC located?**
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).

**Is Daymark Wealth Partners, LLC registered with the SEC or a state?**
Daymark Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 320878.

**How much does Daymark Wealth Partners, LLC manage?**
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).

**How have Daymark Wealth Partners, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Daymark Wealth Partners, LLC serve?**
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).

**Which custodians does Daymark Wealth Partners, LLC use?**
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.

**Does Daymark Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Daymark Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Sarasota, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,042,043,338
- Discretionary: $5,042,043,338
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,147 | $654,044,176 |
| High net worth individuals | 913 | $4,117,214,188 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $10,413,692 |
| Charitable organizations | 20 | $216,797,547 |
| Corporations or other businesses not listed above | 22 | $43,573,735 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 40 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fort Lauderdale, FL
- Madison, WI
- Park Ridge, IL
- Pepper Pike, OH
- Sanibel, FL
- Sarasota, FL
- Southport, CT
- Stuart, FL
- Westlake, OH

### Websites listed on Form ADV (Item 1.I)
- compassdmwp.com
- daymarkwealthpartners.com
- hbgroupdmwp.com
- music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track
- podcasts.apple.com/us/podcast/staying-on-track/id1719626261
- Facebook @DayMarkWP
- Instagram @daymarkwp
- LinkedIn @daymark-wealth-partners
- X @DayMarkWP
- YouTube @UCBVSi102hNpgoWrrQgnhr1A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $649,354,000 | 8 | July 25, 2022 |
| October 2023 | $907,806,782 | 20 | September 22, 2023 |
| October 2024 | $2,503,776,924 | 26 | August 14, 2024 |
| October 2025 | $3,939,833,944 | 31 | June 18, 2025 |
| October 2026 | $5,042,043,338 | 40 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Sarasota, FL.

### August 2026
- Added an office in Madison, WI.

### March 2026
- 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).

### November 2025
- Changed its office addresses in Fort Lauderdale, FL.
- Changed its office addresses in Stuart, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daymark Wealth Partners, LLC (CRD 320878): Form ADV filing data as of October 2026.