# DMK Advisor Group, Inc.

> 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.

- CRD: 41067
- Filed as: DMK ADVISOR GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lutz, FL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/41067
- AdvisorCensus page: https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067

## Quick answers

**How is DMK Advisor Group, Inc. compensated?**
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).

**Where is DMK Advisor Group, Inc. located?**
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).

**Is DMK Advisor Group, Inc. registered with the SEC or a state?**
DMK Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 41067.

**How much does DMK Advisor Group, Inc. manage?**
DMK Advisor Group, Inc. reports $130,803,725 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have DMK Advisor Group, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does DMK Advisor Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (412); high net worth individuals (103).

**Does DMK Advisor Group, Inc. report any disciplinary disclosures?**
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

**What changed in DMK Advisor Group, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $84,480,870 to $130,803,725 (+55%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $130,803,725
- Discretionary: $130,803,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 412 | $50,087,920 |
| High net worth individuals | 103 | $80,715,805 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 38 total, 28 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/41067

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Tigard, OR

### Websites listed on Form ADV (Item 1.I)
- dmkadvisorgroup.com
- Facebook @DMKAdvisorGroup
- LinkedIn @dmk-advisor-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $78,267,230 | 48 | September 30, 2021 |
| October 2022 | $61,931,669 | 42 | August 12, 2022 |
| October 2023 | $56,730,097 | 36 | June 6, 2023 |
| October 2024 | $80,621,557 | 33 | August 28, 2024 |
| October 2025 | $84,480,870 | 42 | July 23, 2025 |
| October 2026 | $130,803,725 | 38 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $84,480,870 to $130,803,725 (+55%).

### December 2025
- Registered or notice-filed in ID, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DMK Advisor Group, Inc. (CRD 41067): Form ADV filing data as of October 2026.