{
  "crd_number": 145112,
  "slug": "dmkc-advisory-services-llc-des-moines-ia-145112",
  "primary_business_name": "DMKC ADVISORY SERVICES, LLC",
  "legal_name": "DMKC ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Des Moines",
  "state": "IA",
  "country": "United States",
  "cbsa_code": "19780",
  "metro": {
    "cbsa_code": "19780",
    "common_name": "Des Moines",
    "msa_name": "Des Moines-West Des Moines, IA",
    "path": "/advisors/ia/des-moines"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-09-28",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 902500171.0,
  "raum_discretionary": 781796578.0,
  "raum_non_discretionary": 120703593.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 277150876.0,
      "count": 27
    },
    "individuals": {
      "raum": 94172700.0,
      "count": 219
    },
    "pension_profit_sharing": {
      "raum": 8459198.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 428554597.0,
      "count": 254
    },
    "corporations_other_businesses": {
      "raum": 94162800.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "KS",
    "MI",
    "MN",
    "MO",
    "MT",
    "NE",
    "OH",
    "SD",
    "TX",
    "WA"
  ],
  "websites": [
    "https://dmkc.com/ADVISORY",
    "https://dmkelly.com",
    "https://linkedin.com/company/d-m-kelly-&-company/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145112",
  "city_as_filed": "DES MOINES",
  "url": "https://advisorcensus.com/firm/dmkc-advisory-services-llc-des-moines-ia-145112",
  "display_name": "DMKC Advisory Services, LLC",
  "summary": "DMKC Advisory Services, LLC is an SEC-registered investment advisory firm in Des Moines, IA, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. DMKC Advisory Services, LLC (CRD 145112): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "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 DMKC Advisory Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DMKC Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does DMKC Advisory Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $195 an hour (advisory or financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is DMKC Advisory Services, LLC located?",
      "a": "DMKC Advisory Services, LLC's principal office is in Des Moines, IA, according to its Form ADV."
    },
    {
      "q": "Is DMKC Advisory Services, LLC registered with the SEC or a state?",
      "a": "DMKC Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145112."
    },
    {
      "q": "How much does DMKC Advisory Services, LLC manage?",
      "a": "DMKC Advisory Services, LLC reports $902,500,171 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (87% discretionary)."
    },
    {
      "q": "How have DMKC Advisory Services, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for DMKC Advisory Services, LLC: Regulatory assets under management: $435,650,049 in the October 2021 data and $902,500,171 in the October 2026 data, up 107%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DMKC Advisory Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (254); individuals (other than high net worth individuals) (219); charitable organizations (27)."
    },
    {
      "q": "Which custodians does DMKC Advisory Services, LLC use?",
      "a": "DMKC Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists First Clearing, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does DMKC Advisory Services, 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/145112"
    },
    {
      "q": "What changed in DMKC Advisory Services, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $668,680,393 to $902,500,171 (+35%). Registered or notice-filed in ID, MO, OH, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 435650049.0,
      "total_employees": 10,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 540134397.0,
      "total_employees": 13,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 476832259.0,
      "total_employees": 13,
      "filing_date": "2023-03-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 562510319.0,
      "total_employees": 14,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 668680393.0,
      "total_employees": 14,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 902500171.0,
      "total_employees": 13,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8.",
        "Regulatory assets under management went from $668,680,393 to $902,500,171 (+35%).",
        "Registered or notice-filed in ID, MO, OH, WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $195 an hour (advisory or financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $195 an hour (advisory or financial planning services)"
        ],
        "quotes": [
          "we charge $195 per hour for our principals and lesser hourly rates for the services of paraprofessionals and administrative associates."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 195.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "advisory or financial planning services"
        }
      ]
    },
    "quotes": [
      "we charge $195 per hour for our principals and lesser hourly rates for the services of paraprofessionals and administrative associates."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "First Clearing, LLC",
      "name_as_filed": "FIRST CLEARING, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/dmkc-advisory-services-llc-des-moines-ia-145112.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 219,
      "fewer_than_5": false,
      "raum": 94172700.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 254,
      "fewer_than_5": false,
      "raum": 428554597.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8459198.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 27,
      "fewer_than_5": false,
      "raum": 277150876.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 94162800.0
    }
  ],
  "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/145112",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}