DMK Advisor Group, Inc. logo

DMK Advisor Group, Inc.

Updated today

Client assets under management

$84,480,870

Clients

298

28% high-net worth

Advisors

17

of 42 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

18

Very Low

Average account size

$283,493

About

DMK Advisor Group, Inc. is a registered investment adviser that also operates as an independent broker‑dealer. The firm manages roughly $84.5 million in client assets and provides discretionary and non‑discretionary portfolio management along with optional financial planning to individuals, small businesses, trusts and retirement or profit‑sharing plans.

Portfolios are constructed using mutual funds and exchange‑traded funds only, with investment models monitored daily and rebalancing or trading activity implemented according to market conditions. The firm employs a mix of technical (charting) and fundamental analysis, offering more active trading in discretionary accounts and a consultative, less frequent trading approach for non‑discretionary accounts.

What distinguishes this firm from many multi‑team peers is its dual role as an RIA and a registered broker‑dealer, its disclosed insurance brokerage activity, and its affiliation with an in‑house broker‑dealer that clears through an external clearing firm. Senior management includes personnel with broker‑dealer operations, FINOP and compliance credentials, and the firm treats managed accounts as wrap arrangements with custody maintained at a clearing agent.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Wealth management

Fee options

Fixed

Financial planning fixed fees: Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually

Percentage

$0 - $250,000: 2.50% $250,001 - $500,000: 2.25% $500,001 - $750,000: 2.00% $750,001 - $1,000,000: 1.75% $1,000,001 - $1,250,000: 1.50% $1,250,000+: Negotiated

Commissions

Clients may select commission-based accounts for insurance products; no commissions on other securities

Project-based

Specific services charged at $150 per hour

Other

Account minimum: $10,000.00 Minimum fee: Retirement account custodian fee of $35.00 annually Fee-only: Financial planning fees: Initial Consultation - No Charge; Preliminary Financial Review - $350; Quarterly Review and Update - $100 annually; Specific services - $150 per hour

Main office location

DMK Advisor Group, Inc.

17961 Hunting Bow Circle, Suite 102

Lutz FL 33558, United States

Number of offices

2

Most active in

Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · North Dakota · Ohio · Oregon · Puerto Rico · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

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

Daniel B

Series 63, Series 65

Lucas, TX

DMK Advisor Group, Inc.

Daniel Bramschreiber is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great Point Advisors, LLC and Great Point Capital, LLC since 2020, as well as Arque Capital Ltd from 2008 to 2020. Outside of his advisory role, he is affiliated with DAB Wealth Management, where he is involved in due diligence, product placement, and service review. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using portfolios constructed from mutual funds and ETFs, with a combination of technical and fundamental analysis guiding discretionary and non-discretionary account management.

Active portfolio management Passive / index investing Wealth management
user avatar

Carlos V

Series 63, Series 66

San Antonio, TX

DMK Advisor Group, Inc.

Carlos Valadez is a financial advisor at DMK Advisor Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Money Concepts Capital Corp and USAA Financial Advisors. Outside of his advisory role, he owns Valadez Enterprises, LLC and Valadez Financial Planning & Wealth Management, LLC, which operate in non-investment-related capacities. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans using portfolios constructed with mutual funds and ETFs, employing both technical and fundamental analysis with tailored trading approaches for discretionary and non-discretionary accounts.

Active portfolio management Passive / index investing Wealth management
user avatar

Christine C

Series 63, Series 65

Excelsior Springs, MO

DMK Advisor Group, Inc.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.

Active portfolio management Passive / index investing Wealth management
user avatar

David H

Series 63, Series 65

Draper, UT

DMK Advisor Group, Inc.

David Hogan is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long tenures at Securities Management & Research, Inc. and Hogan French Financial Services, Inc., and he has been involved in insurance sales through American National Insurance Company since 1986. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement plans, using a combination of mutual funds and ETFs with both technical and fundamental analysis to tailor portfolio management and trading frequency according to account type.

Active portfolio management Passive / index investing Wealth management
user avatar

Michael B

Series 63, Series 65

Kearney, MO

DMK Advisor Group, Inc.

Michael Blackmore is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He previously worked at Parkland Securities and Stephen A. Kohn & Associates, Ltd. Blackmore holds Series 63 and Series 65 designations and serves on the board of directors for the East Clay Rotary Club. He is also involved in managing fixed life insurance, annuities, long-term care and health insurance, and Medicare supplement products. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets and offers discretionary and non-discretionary portfolio management along with financial planning services to individuals, small businesses, trusts, and retirement plans. The firm uses mutual funds and ETFs with a combination of technical and fundamental analysis, and operates both as a registered investment adviser and an independent broker-dealer.

Active portfolio management Passive / index investing Wealth management
user avatar

Clifton J

ChFC®, Series 63

Bountiful, UT

DMK Advisor Group, Inc.

Clifton Johnson is a financial advisor at DMK Advisor Group, Inc. with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Securities Management & Research, Inc. and American National Insurance. Outside of his advisory work, he serves as a board member of NAIFA Utah and is a counselor in the bishopric of his local LDS church. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets, providing discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement or profit-sharing plans. The firm constructs portfolios using mutual funds and ETFs, blending technical and fundamental analysis, and operates uniquely as both a registered investment adviser and an independent broker-dealer.

Active portfolio management Passive / index investing Wealth management
user avatar

Ryan M

Series 63, Series 65

Lake Wales, FL

DMK Advisor Group, Inc.

Ryan Muller is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TCWP LLC since 2020, following roles at Starwood Capital, LLC and Principal Global Investors. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account discretion.

Active portfolio management Passive / index investing Wealth management
user avatar

Janak D

Series 63, Series 66

St. Augustine, FL

DMK Advisor Group, Inc.

Janak Desai is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Compass Financial Management LLC and Royal Alliance, among other firms. Outside of his advisory role, he serves as Membership Director for the Indous Chamber of Commerce, a nonprofit organization in Jacksonville, FL. DMK Advisor Group, Inc. is a multi-team registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm offers discretionary and non-discretionary portfolio management using mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account type.

Active portfolio management Passive / index investing Wealth management
user avatar

Ruben R

Series 66

San Juan, PR

DMK Advisor Group, Inc.

Ruben Rodriguez Dominguez is a financial advisor at DMK Advisor Group, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked at Investacorp Advisory Services and Investacorp INC prior to joining DMK Advisor Group. He is also a director of Fundaci6n Emilio "Millo" Romero Cuevas Inc., a nonprofit organization that awards scholarships to young student athletes. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with investment portfolios constructed using mutual funds and exchange-traded funds.

Active portfolio management Passive / index investing Wealth management
user avatar

Juan M

Series 65

Lutz, FL

DMK Advisor Group, Inc.

Juan Melendez Calero is a financial advisor with DMK Advisor Group, Inc. He holds a Series 65 designation and has worked in the industry since 2009, including his current role at DMK Advisor Group since 2022. His prior experience includes a longstanding position at NFP Securities, Inc. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, employing both technical and fundamental analysis with active trading for discretionary accounts and a consultative approach for non-discretionary accounts.

Active portfolio management Passive / index investing Wealth management
user avatar

David L

CFP®, ChFC®, Series 63, Series 65

Lenoir City, TN

DMK Advisor Group, Inc.

David Lamont is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with DMK Advisor Group, Inc., where he has worked since 2021 with a brief interval at Silver Oak Securities. His prior experience includes long tenures at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, utilizing mutual funds and ETFs with a combination of technical and fundamental analysis.

Active portfolio management Passive / index investing Wealth management
user avatar

Stephen W

Series 63, Series 65

Kalamazoo, MI

DMK Advisor Group, Inc.

Stephen Westveer is a financial advisor at DMK Advisor Group, Inc. in Kalamazoo, MI, with 30 years of industry experience. He has been with DMK Advisor, previously known as Stephen A. Kohn & Associates, Ltd., since 2005. Outside of his advisory role, he is involved with Westveer Investment Consultants and Integrated System & Design. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, employing a combination of technical and fundamental analysis with portfolios constructed exclusively from mutual funds and exchange-traded funds.

Active portfolio management Passive / index investing Wealth management
user avatar

John O

Series 63, Series 65

Pelican Rapids, MN

DMK Advisor Group, Inc.

John Ohman is a financial advisor with DMK Advisor Group, Inc. in Pelican Rapids, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has previously worked at Stephen A. Kohn & Associates, Ltd and has been involved with Flatirons Financial LLC for over 30 years, where he is sole member and registered as an exempt commodity trading advisor focused on agricultural-related businesses. Outside of his advisory work, he is a half-owner of a spray foam insulation business. DMK Advisor Group, Inc. is a multi-team registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm offers discretionary and non-discretionary portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, using mutual funds and ETFs with a combination of technical and fundamental analysis.

Active portfolio management Passive / index investing Wealth management
user avatar

Sunil M

ChFC®, Series 63, Series 66

Orange Park, FL

DMK Advisor Group, Inc.

Sunil Misra is a ChFC® credentialed financial advisor with 13 years of industry experience, currently serving at DMK Advisor Group, Inc. He has worked at several firms including Stephen A. Kohn & Associates, Ltd., New Century Financial Group, LLC, and Royal Alliance Associates. Outside of his advisory work, Misra is a board member of the Rotary Club of Orange Park Sunset and manages IT consulting services through his own firm, Sunil Misra LLC. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides discretionary and non-discretionary portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing a combination of technical and fundamental analysis with portfolios composed exclusively of mutual funds and ETFs.

Active portfolio management Passive / index investing Wealth management
user avatar

Kelvin D

Series 63, Series 65

Mc Minnville, TN

DMK Advisor Group, Inc.

Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc. in McMinnville, Tennessee, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at DMK Advisor Group since 2019 and has been involved with Douglas & Lanier Agency since 2016, where he serves as Vice President overseeing property, casualty, life, and health insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing both technical and fundamental analysis with a range of trading approaches based on account type.

Active portfolio management Passive / index investing Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")