DMKC Advisory Services, LLC

DMKC Advisory Services, LLC provides fee-based investment advisory and financial planning to individuals (including high‑net‑worth clients), as well as corporate and charitable clients. The firm offers ongoing portfolio management through several managed platforms and tailors advice to each client’s objectives, time horizon, and risk tolerance.

The firm’s investment process emphasizes fundamental analysis and a long‑term buy‑and‑hold orientation, using model‑driven asset allocation for some programs and a more open‑architecture, customizable approach for others. DMKC both manages portfolios directly and selects or monitors third‑party managers, with an internal investment team that creates and periodically rebalances model portfolios.

DMKC is owned by and closely affiliated with D.M. Kelly & Company and implements its advisory programs through that affiliated broker‑dealer with clearing and custody provided by a national clearing firm, arrangements that create potential conflicts of interest the firm discloses and seeks to manage. Its advisors are also registered representatives and licensed insurance agents in their separate capacities and the firm discloses practices such as the ability to execute principal fixed‑income trades from affiliate inventory and the resulting client disclosures and custody verification processes.