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DB & C Advisors, LLC

Updated today

Client assets under management

$211,087,021

Clients

323

17% high-net worth

Advisors

9

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

36

Low

Average account size

$653,520

About

DB & C Advisors, LLC is an SEC-registered investment advisory firm with a nine-person team managing roughly $252 million for about 323 clients. It serves individuals (including high-net-worth and non-HNW), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and discretionary and non-discretionary investment management.

The firm typically constructs portfolios using allocations to independent managers, mutual funds, ETFs, and individual equity and fixed-income securities, and may employ options or private placements for appropriate clients, with ongoing monitoring and quarterly reviews. DB & C describes its analytical approach as a mix of fundamental, technical and cyclical analysis and retains responsibility for selecting and monitoring independent managers and sub‑advisers on behalf of clients.

DB & C is notable for its affiliation with a certified public accounting firm, DeBoer, Baumann & Co., and for providing pension consulting and third‑party administrator services through those affiliated professionals—relationships the firm discloses as potential conflicts of interest. Certain supervised persons are principals of the affiliated accounting practice and may both provide pension-related consulting to plan sponsors and refer accounting clients to the advisory business, with the brochure outlining disclosures and oversight around those arrangements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Percentage

up to 2.25% annually, varies based on assets under management and other factors

Project-based

Generally $220 per hour, negotiable

Main office location

DB & C Advisors, LLC

355 Settlers Road, Suite 310

Holland MI 49423, United States

Number of offices

2

Most active in

Louisiana · Michigan · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas P

Series 65

Holland, MI

DB & C Advisors, LLC

Douglas Plamondon is a financial advisor at DB & C Advisors, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with DB & C Advisors since 2011. In addition to his advisory role, he is involved with DeBoer, Baumann & Company, a tax preparation and accounting firm. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines various investment strategies and works closely with an affiliated local accounting practice to serve its clients.

Options & derivatives strategies Private / alternative investments
user avatar

George G

Series 66

Holland, MI

DB & C Advisors, LLC

George Gardner is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at DB & C Advisors since 2011, previously spending time with LPL Financial LLC and affiliated entities. Outside of advising, Gardner is a partner in the accounting firm DeBoer, Baumann & Company PLC and is involved in the installation and management of solar equipment through DB&C Solar. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $231 million in client assets and employs a range of investment strategies including independent managers, mutual funds, ETFs, individual securities, options, and private placements for accredited investors, with an integration of local accounting services through affiliated principals.

Options & derivatives strategies Private / alternative investments
user avatar

Kaileigh E

Series 63, Series 66

Holland, MI

DB & C Advisors, LLC

Kaileigh Eddy is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at DB & C Advisors since 2016. Eddy is also a senior manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm providing tax, consulting, and financial statement services. DB & C Advisors, LLC offers financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in client assets and employs a variety of investment strategies including independent managers, mutual funds, ETFs, individual securities, and options, often integrating its services with a local accounting practice.

Options & derivatives strategies Private / alternative investments
user avatar

Shannon S

Series 63, Series 66

Holland, MI

DB & C Advisors, LLC

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. Before joining DB & C Advisors in 2018, Simon worked at LPL Financial, Securities America, and First Allied Advisory Services. Outside of advising, Simon serves as chairman of the board for Grand Rapids AMBUCS, a nonprofit that provides mobility devices, and participates in the Grand Rapids Round Table. DB & C Advisors, LLC offers financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in client assets using a combination of independent managers, mutual funds, ETFs, individual securities, and options, with a focus on tailored portfolios and integration with a local accounting practice.

Options & derivatives strategies Private / alternative investments
user avatar

Daniel O

CFP®, Series 63, Series 65

Holland, MI

DB & C Advisors, LLC

Daniel O’Mealey is a CFP® professional with 29 years of industry experience, currently serving as an advisor at DB & C Advisors, LLC since 2011. He also has been associated with LPL Financial LLC since 2010. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in client assets and employs a tailored investment approach using independent managers, mutual funds, ETFs, individual securities, and options, often integrating pension consulting and third-party administration through affiliations with a local accounting practice.

Options & derivatives strategies Private / alternative investments
user avatar

Jonathon C

Series 65

Holland, MI

DB & C Advisors, LLC

Jonathon Coffey is a financial advisor at DB & C Advisors, LLC with a Series 65 designation and over a decade of experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisory business. Additionally, he has a partnership interest in DB & C Solar, a company involved in owning and renting solar panels. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in client assets and employs a variety of investment strategies, integrating its advisory services with a local accounting practice.

Options & derivatives strategies Private / alternative investments
user avatar

Mark V

Series 66

Holland, MI

DB & C Advisors, LLC

Mark Veenstra is a financial advisor with DB & C Advisors, LLC, holding a Series 66 designation and over 26 years of industry experience. He has been with DB & C Advisors since 2011 and has prior experience at LPL Financial LLC and DeBoer Baumann & Company, where he has worked since 1986. Outside of advising, he is involved in the ownership, installation, and management of solar panel equipment on DeBoer Baumann & Company property. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $231 million in client assets and utilizes a combination of independent managers, mutual funds, ETFs, individual securities, and options, with an investment approach that includes fundamental, technical, and cyclical analysis.

Options & derivatives strategies Private / alternative investments
user avatar

Jacob R

Series 65

Holland, MI

DB & C Advisors, LLC

Jacob Reemtsma is a financial advisor with DB & C Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and joined DB & C Advisors in 2025. Prior to his advisory role, he worked in various positions including at Andy Mast Greenhouses and Walters Gardens Inc. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in client assets and employs a range of investment strategies including fundamental, technical, and cyclical analysis, while integrating closely with a local accounting practice.

Options & derivatives strategies Private / alternative investments
user avatar

Steven D

Series 65

Holland, MI

DB & C Advisors, LLC

Steven Darrow is a financial advisor at DB & C Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DB & C Advisors since 2021. In addition to his advisory role, he is a partner and owner of DeBoer, Baumann & Company, PLC, a tax preparation and accounting firm. He is also involved in the installation and management of solar equipment through a separate business entity. DB & C Advisors, LLC provides financial planning, consulting, and investment management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $231 million in assets and employs a variety of investment strategies tailored to client objectives, integrating financial advisory services with a local accounting practice.

Options & derivatives strategies Private / alternative investments
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