# DMKC Advisory Services, LLC

> 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.

- CRD: 145112
- Filed as: DMKC ADVISORY SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145112
- AdvisorCensus page: https://advisorcensus.com/firm/dmkc-advisory-services-llc-des-moines-ia-145112

## Quick answers

**How is DMKC Advisory Services, LLC compensated?**
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.

**Where is DMKC Advisory Services, LLC located?**
DMKC Advisory Services, LLC's principal office is in Des Moines, IA, according to its Form ADV.

**Is DMKC Advisory Services, LLC registered with the SEC or a state?**
DMKC Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145112.

**How much does DMKC Advisory Services, LLC manage?**
DMKC Advisory Services, LLC reports $902,500,171 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (87% discretionary).

**How have DMKC Advisory Services, LLC's assets and staff changed since 2021?**
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.

**What types of clients does DMKC Advisory Services, LLC serve?**
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).

**Which custodians does DMKC Advisory Services, LLC use?**
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.

**Does DMKC Advisory Services, 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/145112

**What changed in DMKC Advisory Services, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- First Clearing, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $902,500,171
- Discretionary: $781,796,578
- Non-discretionary: $120,703,593

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $94,172,700 |
| High net worth individuals | 254 | $428,554,597 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,459,198 |
| Charitable organizations | 27 | $277,150,876 |
| Corporations or other businesses not listed above | Fewer than 5 | $94,162,800 |

### 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: 2007 (19 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, ID, IL, KS, MI, MN, MO, MT, NE, OH, SD, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dmkc.com/ADVISORY
- dmkelly.com
- LinkedIn @d-m-kelly-&-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,650,049 | 10 | March 17, 2021 |
| October 2022 | $540,134,397 | 13 | May 26, 2022 |
| October 2023 | $476,832,259 | 13 | March 13, 2023 |
| October 2024 | $562,510,319 | 14 | March 27, 2024 |
| October 2025 | $668,680,393 | 14 | March 20, 2025 |
| October 2026 | $902,500,171 | 13 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DMKC Advisory Services, LLC (CRD 145112): Form ADV filing data as of October 2026.