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DMKC Advisory Services, LLC
DMKC Advisory Services, LLC is an SEC-registered investment adviser based in Des Moines, Iowa, founded as part of D.M. Kelly & Company. The firm provides full-service wealth management and investment advisory services to individuals (high net worth and non-high net worth), non-profit organizations, pension and profit sharing plans, and other institutions. As of March 2025, it manages approximately $669 million in assets and employs 14 people. DMKC offers comprehensive asset management and advisory programs tailored to client objectives, with a commitment to direct access and personalized service for clients seeking to plan for retirement, manage wealth, or serve institutional missions.
Investment Strategy
DMKC Advisory Services employs a range of asset allocation programs, including both mutual fund/ETF portfolios and open-architecture models that can include stocks, bonds, preferred securities, and other assets. The Anchor Asset Management Program provides managed mutual fund and ETF strategies aligned with client objectives, while the Atlas Program offers fully customizable portfolios, allowing clients to partner with advisors to tailor investment strategies. The firm also offers unique institutional approaches, particularly for nonprofits, using index-based and bond ladder strategies aimed at low costs and reduced behavioral bias. Portfolios are regularly monitored and rebalanced, and quarterly performance reports are provided to keep clients informed.
Latest 13F Filing Activity
DMKC Advisory Services, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 75 equity positions with a total 13F market value of $197M. The fund increased holdings in Realty Income Corp., Amrize LTD, Vanguard Index FDS among other positions. DMKC Advisory Services, LLC reduced exposure to Gallagher Arthur J & Co., Emerson Elec Co., Vanguard World FD among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.20% | $10.3M | 16,749 | $547.45 | $612.38 | +$1.1M |
M MSFT | MICROSOFT CORP | 4.58% | $9.0M | 17,425 | $477.88 | $517.95 | -$432.1K |
B BAC | BANK AMERICA CORP | 4.30% | $8.5M | 164,334 | $45.10 | $51.59 | +$715.2K |
V VHT | VANGUARD WORLD FD | 3.73% | $7.4M | 28,320 | $253.93 | $259.60 | +$1.0M |
W WFC | WELLS FARGO CO NEW | 3.47% | $6.8M | 81,587 | $73.29 | $83.82 | +$385.1K |
Industry Allocation
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