AdvisorCensus / Financial advisors / Ohio / Akron / DBK Financial Counsel, LLC
DBK Financial Counsel, LLC
Filed as DBK FINANCIAL COUNSEL, LLC
DBK Financial Counsel, LLC is an SEC-registered investment advisory firm in Cuyahoga Falls, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.
Quick answers
From the filingHow is DBK Financial Counsel, LLC compensated?
On its Form ADV (Item 5.E, October 2026), DBK Financial Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does DBK Financial Counsel, LLC charge?
Its Form ADV Part 2A brochure dated February 19, 2026 states: Hourly rate: $295 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is DBK Financial Counsel, LLC located?
DBK Financial Counsel, LLC's principal office is in Cuyahoga Falls, OH, according to its Form ADV.
Is DBK Financial Counsel, LLC registered with the SEC or a state?
DBK Financial Counsel, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 170688.
How much does DBK Financial Counsel, LLC manage?
DBK Financial Counsel, LLC reports $199,476,254 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (84% discretionary).
How have DBK Financial Counsel, LLC's assets and staff changed since 2022?
In the Form ADV data for DBK Financial Counsel, LLC: Regulatory assets under management: $111,198,649 in the October 2022 data and $199,476,254 in the October 2026 data, up 79%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does DBK Financial Counsel, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (23); charitable organizations (5).
Does DBK Financial Counsel, 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/170688
Does DBK Financial Counsel, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 19, 2026 says: "There is an account minimum of $1,000,000, which may be waived by DBK in its discretion."
What changed in DBK Financial Counsel, LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $159,475,340 to $199,476,254 (+25%).
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
- Fixed fees (other than subscription fees)
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $1,000,000, which may be waived by DBK in its discretion.
Hourly rate: $295 an hour (financial planning services)
The brochure's wording
DBK charges a fixed fee for financial planning services unless a client has assets managed by DBK. The hourly fee for these services is $295.
As stated in the firm's Form ADV Part 2A brochure dated February 19, 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$199,476,254 as of October 2026, filing dated February 19, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $199,476,254 | 4 | February 19, 2026 |
| October 2025 | $159,475,340 | 4 | February 25, 2025 |
| October 2024 | $134,274,805 | 3 | February 22, 2024 |
| October 2023 | $116,574,082 | 2 | August 10, 2023 |
| October 2022 | $111,198,649 | 3 | August 22, 2022 |
Regulatory assets under management: $111,198,649 in the October 2022 data and $199,476,254 in the October 2026 data, up 79%.
Total employees: 3 in October 2022 and 4 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- March 2026
- Regulatory assets under management went from $159,475,340 to $199,476,254 (+25%).
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.INot reported.
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. DBK Financial Counsel, LLC (CRD 170688): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688