{
  "crd_number": 170688,
  "slug": "dbk-financial-counsel-llc-cuyahoga-falls-oh-170688",
  "primary_business_name": "DBK FINANCIAL COUNSEL, LLC",
  "legal_name": "DBK FINANCIAL COUNSEL, LLC",
  "dbas": [],
  "city": "Cuyahoga Falls",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "10420",
  "metro": {
    "cbsa_code": "10420",
    "common_name": "Akron",
    "msa_name": "Akron, OH",
    "path": "/advisors/oh/akron"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-28",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-19",
  "carried_forward": false,
  "raum_total": 199476254.0,
  "raum_discretionary": 167741671.0,
  "raum_non_discretionary": 31734583.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 5628587.0,
      "count": 5
    },
    "individuals": {
      "raum": 7860349.0,
      "count": 23
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 148861661.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 37125657.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY",
    "OH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170688",
  "city_as_filed": "CUYAHOGA FALLS",
  "url": "https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688",
  "display_name": "DBK Financial Counsel, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. DBK Financial Counsel, LLC (CRD 170688): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is DBK Financial Counsel, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does DBK Financial Counsel, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is DBK Financial Counsel, LLC located?",
      "a": "DBK Financial Counsel, LLC's principal office is in Cuyahoga Falls, OH, according to its Form ADV."
    },
    {
      "q": "Is DBK Financial Counsel, LLC registered with the SEC or a state?",
      "a": "DBK Financial Counsel, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 170688."
    },
    {
      "q": "How much does DBK Financial Counsel, LLC manage?",
      "a": "DBK Financial Counsel, LLC reports $199,476,254 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (84% discretionary)."
    },
    {
      "q": "How have DBK Financial Counsel, LLC's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does DBK Financial Counsel, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does DBK Financial Counsel, 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/170688"
    },
    {
      "q": "Does DBK Financial Counsel, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in DBK Financial Counsel, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $159,475,340 to $199,476,254 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 111198649.0,
      "total_employees": 3,
      "filing_date": "2022-08-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 116574082.0,
      "total_employees": 2,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 134274805.0,
      "total_employees": 3,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159475340.0,
      "total_employees": 4,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 199476254.0,
      "total_employees": 4,
      "filing_date": "2026-02-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $159,475,340 to $199,476,254 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $295 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum of $1,000,000, which may be waived by DBK in its discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $295 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 295.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "There is an account minimum of $1,000,000, which may be waived by DBK in its discretion.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 7860349.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 148861661.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5628587.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 37125657.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/170688",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}