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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2011
- Office Locations
- 2
Office Locations
About DB & C Advisors, LLC
DB&C Advisors is an independent, fiduciary financial consulting and wealth management firm serving individuals, families, business owners and corporations. The team provides customized planning and investment management, emphasizing tax-efficient asset protection and growth strategies aligned to client goals and values. Portfolios commonly use ETFs and mutual funds, with assets custodied through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOUGLAS ANTHONY PLAMONDON MR
CPA
- CRD
- #4996446
- Ownership
- 10% but less than 25%
DANIEL BERT O'MEALEY
Chief Compliance Officer
- CRD
- #2746170
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHON DAVID COFFEY
--
- CRD
- #8098887
STEVEN JOHN DARROW
--
- CRD
- #7376556
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,933,901 | $654,345 |
| Non-Discretionary | $36,227,379 | $3,018,948 |
| Total | $252,161,280 | $737,314 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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