Dbk Financial Counsel, LLC

DBK Financial Counsel, LLC is a registered investment adviser specializing in providing investment advisory services to high-net-worth individuals. Established in January 2014 by principal owner David B. Kearns, the firm operates under a fiduciary standard, always prioritizing clients' interests and disclosing any potential conflicts of interest. DBK offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. The firm's investment strategies include fundamental analysis, technical analysis, and modern portfolio theory, with a focus on securities such as fixed income, equities, ETFs, and non-U.S. securities. Clients have the option to grant discretionary authority for trading decisions. The minimum account size for portfolio management is $1,000,000, which may be waived at the firm's discretion. Fees are asset-based, with rates negotiable and detailed in the Investment Advisory Contract. DBK does not participate in wrap fee programs and has assets under management totaling $131,500,775.00 for discretionary amounts and $27,974,565.00 for non-discretionary amounts as of December 2024. Clients are responsible for third-party fees, and DBK does not accept compensation for the sale of securities to clients. The firm does not engage in performance-based fees or accept economic benefits for client referrals. Clients receive regular account reports and have the option to direct brokerage. DBK provides discretionary and non-discretionary investment advisory services, with proxy voting conducted for managed securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.