{
  "crd_number": 41067,
  "slug": "dmk-advisor-group-inc-lutz-fl-41067",
  "primary_business_name": "DMK ADVISOR GROUP, INC.",
  "legal_name": "DMK ADVISOR GROUP, INC.",
  "dbas": [],
  "city": "Lutz",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-03",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 130803725.0,
  "raum_discretionary": 130803725.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 38,
  "advisory_employees": 28,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 50087920.0,
      "count": 412
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 80715805.0,
      "count": 103
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "KS",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PR",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://dmkadvisorgroup.com",
    "https://facebook.com/DMKAdvisorGroup",
    "https://linkedin.com/company/dmk-advisor-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/41067",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "LUTZ",
  "url": "https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067",
  "display_name": "DMK Advisor Group, Inc.",
  "summary": "DMK Advisor Group, Inc. is an SEC-registered investment advisory firm in Lutz, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. DMK Advisor Group, Inc. (CRD 41067): 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"
  ],
  "quick_answers": [
    {
      "q": "How is DMK Advisor Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DMK Advisor Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is DMK Advisor Group, Inc. located?",
      "a": "DMK Advisor Group, Inc.'s principal office is in Lutz, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is DMK Advisor Group, Inc. registered with the SEC or a state?",
      "a": "DMK Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 41067."
    },
    {
      "q": "How much does DMK Advisor Group, Inc. manage?",
      "a": "DMK Advisor Group, Inc. reports $130,803,725 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have DMK Advisor Group, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for DMK Advisor Group, Inc.: Regulatory assets under management: $78,267,230 in the October 2021 data and $130,803,725 in the October 2026 data, up 67%. Total employees: 48 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DMK Advisor Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (412); high net worth individuals (103)."
    },
    {
      "q": "Does DMK Advisor Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/41067"
    },
    {
      "q": "What changed in DMK Advisor Group, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $84,480,870 to $130,803,725 (+55%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 78267230.0,
      "total_employees": 48,
      "filing_date": "2021-09-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 61931669.0,
      "total_employees": 42,
      "filing_date": "2022-08-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 56730097.0,
      "total_employees": 36,
      "filing_date": "2023-06-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 80621557.0,
      "total_employees": 33,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 84480870.0,
      "total_employees": 42,
      "filing_date": "2025-07-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 130803725.0,
      "total_employees": 38,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $84,480,870 to $130,803,725 (+55%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in ID, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 412,
      "fewer_than_5": false,
      "raum": 50087920.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 103,
      "fewer_than_5": false,
      "raum": 80715805.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "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": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/41067",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}