Dmk Advisor Group, Inc.
● SEC registered since 2021CRD 41067SEC# 801-121389Lutz, FL
Reg. AUM
$130.8M
Employees
38
Accounts
779
Location
Lutz, FL
Dmk Advisor Group, Inc. assets under management
Dmk Advisor Group, Inc. is a registered investment adviser overseen by the SEC based in Lutz, FL. The firm has been registered since 2021. It reports $130.8 million in regulatory assets under management and employs 38 people.
Dmk Advisor Group, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Julian Grosman | Director | Under 5% | 2024 |
| Erin Elaine Baskett | Chief Compliance Officer | Under 5% | 2022 |
| Harold Alan Schwartz | Ceo/Principal | 10-25% | 2020 |
| Janak R Desai Control | Director | 10-25% | 2020 |
| John David Ohman | Rop/Crop | Under 5% | 2019 |
| Jorge Ramon Perez | Director | 10-25% | 2020 |
| Kelvin Ray Douglas Control | Director | 10-25% | 2020 |
| Peter B Galligan | Finop | Under 5% | 2001 |
| Stephen Alan Kohn | Muni Principal | Under 5% | 2025 |
| Sunil Dutt Misra Control | Director/Principal | 10-25% | 2020 |
Frequently asked questions
How much does Dmk Advisor Group, Inc. manage?
Dmk Advisor Group, Inc. reports $130.8 million in regulatory assets under management on its Form ADV.
How many employees does Dmk Advisor Group, Inc. have?
Dmk Advisor Group, Inc. reports 38 employees.
Where is Dmk Advisor Group, Inc. located?
Dmk Advisor Group, Inc. is based in Lutz, FL and has been SEC-registered since 2021.
Does Dmk Advisor Group, Inc. disclose fund performance?
Dmk Advisor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558 |
| Phone | 813-996-6100 |
| Fax | 813-996-6117 |
| Office hours | 8a.m. - 4:30p.m. Et |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$130.8M▲ 62%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,306 advisers
EmployeesTop 15%
More than 85% of 16,824 advisers
Assets under management
$130.8Mregulatory AUM
Discretionary $130.8M