RIA Intelligence

DBK FINANCIAL COUNSEL, LLC

CRD #170688 SEC #801-123343 CUYAHOGA FALLS, OH 330-923-3038
SEC Registered
Total AUM
$134.3M
Discretionary
$109.1M
Employees
4
Clients
51
Accounts
169

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control
KEARNS, DAVID, BENJAMINIMANAGING MEMBER ,CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICERE Control

Registrations

Federal

IA
Feb 10, 2025 REGISTERED

Notice Filings (3)

FL NY OH

Address

198 W. PORTAGE TRAIL EXT.
STE. 105
CUYAHOGA FALLS, OH 44223
United States
Phone: 330-923-3038