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- Custodian
- First Clearing ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-28-2007
- Office Locations
- 1
Office Locations
About Dmkc Advisory Services, LLC
DMKC Advisory Services (Des Moines, IA) provides investment advisory and asset allocation programs for retail, nonprofit, and other institutional clients. Its Anchor program uses mutual funds and ETFs managed by an in-house team with quarterly reporting, ongoing monitoring, and rebalancing. Atlas is open-architecture and customizable, including individual bonds and bond ladders for predictable fixed-income management.
Reported data analysis
What the numbers show
Between October 27, 2025 and March 5, 2026, reported AUM increased 35.0%, from $668.7M to $902.5M.
Across 5 reported observations, AUM increased 67.1% between May 26, 2022 and March 5, 2026, from $540.1M to $902.5M.
Of the latest reported AUM, 86.6% is discretionary and 13.4% is non-discretionary.
The firm reports 8 advisory representatives and 504 clients, or 63 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KATHLEEN CRICHTON HALLIWELL
Chief Compliance Officer
- CRD
- #1216284
- Ownership
- Less than 5%
DANIEL MICHAEL KELLY
Managing Member, President
- CRD
- #266912
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Joseph Robert Fiorentino
Associate Financial Advisor
- CRD
- #8150802
Willis David Gaer
Associate Financial Advisor
- CRD
- #7652726
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $781,796,578 | $837,938 |
| Non-Discretionary | $120,703,593 | $9,284,892 |
| Total | $902,500,171 | $954,017 |
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Separately Managed Accounts
SMA allocation detail is available
Dmkc Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Dmkc Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.