DBK Financial Counsel LLC

EST. AUM
$199,476,254

CONTACTS

CLIENT ACCOUNTS
227

Firm Details

Metro area Cleveland
CRD Number 170688
Website dbkfinancial.com
Client types

Overview

DBK Financial Counsel, LLC is a fee-only SEC-registered investment adviser based in Cuyahoga Falls, Ohio. The firm was founded in 2014 by David B. Kearns and provides private wealth management, investment management, tax planning, estate planning, and financial planning services to high-net-worth individuals and families.

Platform Details

Investment Preferences

Alternative Activity