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AdvisorCensus / Financial advisors / Michigan / Grand Rapids / DB & C Advisors, LLC

DB & C Advisors, LLC

Holland, MISEC-registered investment adviserCRD 155645

Filed as DB & C ADVISORS, LLC

DB & C Advisors, LLC is an SEC-registered investment advisory firm in Holland, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

7 years
registered since 2018
$252,161,280
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is DB & C Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), DB & C Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is DB & C Advisors, LLC located?

DB & C Advisors, LLC's principal office is in Holland, MI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is DB & C Advisors, LLC registered with the SEC or a state?

DB & C Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 155645.

How much does DB & C Advisors, LLC manage?

DB & C Advisors, LLC reports $252,161,280 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (86% discretionary).

How have DB & C Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for DB & C Advisors, LLC: Regulatory assets under management: $162,431,758 in the October 2021 data and $252,161,280 in the October 2026 data, up 55%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does DB & C Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (56); corporations or other businesses not listed above (6).

Which custodians does DB & C Advisors, LLC use?

DB & C Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

Does DB & C Advisors, 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/155645

Does DB & C Advisors, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 3, 2026 says: "The Firm does not impose a minimum portfolio size or minimum annual fee."

What changed in DB & C Advisors, LLC's recent Form ADV filings?

In the October 2026 filing data: Registered or notice-filed in FL.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
The Firm does not impose a minimum portfolio size or minimum annual fee.

Minimum annual fee: None

The brochure's wording
The Firm does not impose a minimum portfolio size or minimum annual fee.

As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$252,161,280

$252,161,280 as of October 2026, filing dated September 17, 2026.

Discretionary: $215,933,901.Non-discretionary: $36,227,379.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 267 Assets $54,988,929 (22%)
High net worth individuals
Clients 56 Assets $156,098,092 (62%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $36,227,379 (14%)
Charitable organizations
Clients Fewer than 5 Assets $1,312,651 (1%)
Corporations or other businesses not listed above
Clients 6 Assets $3,534,229 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (7 years)
Employees
Total: 11. Performing investment advisory functions: 9.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the October 2026 filing
Grand Haven, MI
States registered or notice-filed
4 states or jurisdictions
FLLAMITX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$162M 2021 $185M 2022 $160M 2023 $189M 2024 $231M 2025 $252M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$252,161,28011September 17, 2026
October 2025$231,102,7968February 4, 2025
October 2024$189,138,7398August 26, 2024
October 2023$160,169,3758February 22, 2023
October 2022$184,999,5038March 22, 2022
October 2021$162,431,7587February 18, 2021

Regulatory assets under management: $162,431,758 in the October 2021 data and $252,161,280 in the October 2026 data, up 55%.

Total employees: 7 in October 2021 and 11 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Registered or notice-filed in FL.
  2. February 2026
    • Employees performing advisory functions went from 7 to 9.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
dbc-advisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. DB & C Advisors, LLC (CRD 155645): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/db-and-c-advisors-llc-holland-mi-155645