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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonQuantum zenith
- Established Date
- 04-17-2014
- Office Locations
- 1
Office Locations
About DBK Financial Counsel, LLC
DBK Financial Counsel is a fee-only wealth management and financial planning firm serving business owners, executives, professionals, and families stewarding inherited wealth. The firm emphasizes personalized, relationship-driven, independent advice with no commissions. Investment implementation is largely in publicly offered funds (including ETFs) and fixed income, and clients often engage for tax, estate, and business-succession planning. Custodied at Charles Schwab.
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Owner & Executives
DAVID BENJAMIN KEARNS
Chief Compliance Officer, Chief Investment Officer, Managing Director, Managing Member
- CRD
- #5581079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Dori Torrens
Director
- CRD
- #6940322
JAMES GLENWRIGHT UNGER
Financial Services Representative
- CRD
- #5580380
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,741,671 | $937,104 |
| Non-Discretionary | $31,734,583 | $661,137 |
| Total | $199,476,254 | $878,750 |
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Separately Managed Accounts
Total SMA Asset: $199,476,254
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,392,938 | 24.2% |
| Equity - Exchange | $582,772,355 | 21.1% |
| Cash | $787,156,972 | 28.5% |
| Corporate - Investment Grade | $209,908,526 | 7.6% |
| U.S. Government/Agency | $513,723,498 | 18.6% |
| Total | $2,761,954,289 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA UNISON ELEMENT | QUANTUM SUMMIT | HU48BPRJN | VYL | 4.64% | $5,836,861 |
| DELTA EMBER MATRIX | CATALYST VALUE | IXI6B3L9K | RNEO | 1.49% | $109,249,282 |
| FUSION ELEMENT PATHWAY | CATALYST TIMBER | 84KMDFP8X | HDU | 5.85% | $93,087,203 |
| WAVE OPTIMA RIDGE | ATLAS PATHWAY | BJNUPW460 | WVLA | 1.47% | $92,553,113 |
| SIGNAL PEAK | HORIZON ATLAS | V0J2Y109N | WOYN | 4.93% | $45,799,230 |
| PRIME HARBOR FUSION | CAPITAL SIGNAL | 7K4W2N7ZT | GBZH | 4.22% | $24,069,636 |
| VECTOR CAPITAL TIMBER | ELEMENT FRONTIER | J6LFL3CLY | AUH | 1.94% | $80,261,424 |
| BRIDGE ATLAS | GLACIER PRIME | RQQS5A9WV | PGWAW | 6.50% | $39,446,942 |