# 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.

- CRD: 170688
- Filed as: DBK FINANCIAL COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cuyahoga Falls, OH
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170688
- AdvisorCensus page: https://advisorcensus.com/firm/dbk-financial-counsel-llc-cuyahoga-falls-oh-170688

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $199,476,254
- Discretionary: $167,741,671
- Non-discretionary: $31,734,583

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $7,860,349 |
| High net worth individuals | 44 | $148,861,661 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $5,628,587 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $37,125,657 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $111,198,649 | 3 | August 22, 2022 |
| October 2023 | $116,574,082 | 2 | August 10, 2023 |
| October 2024 | $134,274,805 | 3 | February 22, 2024 |
| October 2025 | $159,475,340 | 4 | February 25, 2025 |
| October 2026 | $199,476,254 | 4 | February 19, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $159,475,340 to $199,476,254 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DBK Financial Counsel, LLC (CRD 170688): Form ADV filing data as of October 2026.