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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Atlas harborSignal
- Established Date
- 08-30-2005
- Office Locations
- 1
Office Locations
About DB Advisors
DB Advisors is a Missouri-based wealth management firm serving individuals and families since 2005. The team builds personalized, advisor-managed portfolios and managed accounts, aligning investments with clients’ full balance sheet, cash flow, and retirement and estate planning goals. Public filings show SMA portfolios are primarily ETF-based, with custody relationships that include Charles Schwab.
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Accredited Investors
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Owner & Executives
DOUGLAS RAY BAGWELL
Financial Advisor, President
- CRD
- #4219659
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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TERRY LYNN BLAIR
Senior Director
- CRD
- #3100389
WILLIAM TED BRYAN JR
Advisor
- CRD
- #4679201
Harbor quantum
Insight eagle signal
- CRD
- #99265
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,879,204 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,879,204 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,879,204
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $267,890,224 | 44.9% |
| Cash | $328,747,246 | 55.1% |
| Total | $596,637,470 | 100.0% |