Dmk Advisor Group, Inc.

DMK Advisor Group, Inc. is a Registered Investment Adviser that has been providing investment supervisory services since 1999. The firm, previously known as Stephen A. Kohn & Associates, Ltd., is owned and operated by a group of eight investment professionals. DMK offers investment advisory services to individuals, corporations, trusts, pension plans, and profit-sharing plans. The firm conducts in-person interviews to assess a client's suitability before proposing an investment strategy tailored to factors such as risk tolerance, investment objectives, and time horizon. Clients can opt for active or passive account management on a discretionary or non-discretionary basis. DMK manages assets on a discretionary basis, actively trading and rebalancing accounts, or on a non-discretionary basis, requiring client consultation for changes. The firm primarily uses mutual funds and ETFs for investment strategies, focusing on growth management and technical analysis. DMK charges management fees based on a percentage of assets under management, with fees varying depending on the account size. The firm does not charge performance-based fees and accepts clients with a minimum account value of $10,000. DMK does not engage in principal or agency cross securities transactions and does not vote proxies on behalf of clients. Clients' accounts are custodied at National Financial Services, a division of Fidelity Investments. Erin Baskett serves as the Chief Compliance Officer, bringing over 13 years of financial industry experience, while Peter Galligan is the Financial Principal with over 25 years of finance and technology management experience.