DV Kill Advisory Services, LLC

The firm provides ongoing portfolio management and financial planning to individual and high-net-worth clients, delivering investment supervisory services and written investment policy statements tailored to each client's goals, time horizon, and risk tolerance. Its investment universe includes mutual funds, equities, fixed income, ETFs, REITs, real estate, hedge funds and insurance products, including annuities.

The firm typically manages accounts on a discretionary basis, documents client risk profiles in an Investment Policy Statement, and uses both fundamental and technical analysis to construct and monitor portfolios. It also offers and implements higher-risk trading strategies — including long-term positions, short sales, margin transactions, and options trading — and custodial relationships are maintained through a designated broker-dealer platform.

What is distinctive is that the firm’s principal is also a licensed insurance agent and the firm offers commissionable insurance products alongside advisory services, a relationship the brochure discloses as a potential conflict of interest and clarifies clients are not required to purchase insurance through the firm. The firm’s operations — managing roughly $5.1 million for about 64 clients while providing access to complex strategies and annuity products — combine services and product offerings that are less common among independent advisers of this size.