DBK Financial Counsel, LLC
DBK Financial Counsel, LLC is a registered investment adviser based in Cuyahoga Falls, Ohio, United States. The firm primarily serves high net worth individuals, other individuals, charitable organizations, and some corporations, offering discretionary and non-discretionary portfolio management and investment consulting. With approximately 4 employees, its operations center on personalized financial counsel and asset management for both individuals and organizations. The firm is led by David B. Kearns and has a long-standing presence as a boutique advisory practice focused on comprehensive client service.
Investment Strategy
DBK Financial Counsel, LLC provides investment advisory services centered on strategic asset allocation tailored for high net worth and individual investors, with a focus on diversified portfolio management involving equities (often major ETFs/funds such as SPY, VEA, KRE), fixed income, and other assets. The firm emphasizes a disciplined, research-driven approach, balancing discretionary management with flexible solutions to meet varied client risk profiles and investment goals. Their investment philosophy incorporates long-term capital appreciation, risk management, and individualized attention.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BILS | SPDR SERIES TRUST | 9.40% | $11.2M | 112,300 | $99.46 | $99.52 | -$1.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.12% | $9.7M | 161,215 | $48.67 | $59.92 | +$300.5K |
S SPY | SPDR S&P 500 ETF TR | 6.71% | $8.0M | 11,974 | $463.97 | $666.18 | +$535.5K |
Q QQQ | INVESCO QQQ TR | 5.30% | $6.3M | 10,501 | $397.85 | $600.37 | +$484.1K |
V VTI | VANGUARD INDEX FDS | 3.90% | $4.6M | 14,134 | $243.21 | $328.17 | +$340.4K |