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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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
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
--
- CRD
- #8150802
Willis David Gaer
Associate Financial Advisor
- CRD
- #7652726
Pioneer value
Meridian value
- CRD
- #71028
Showing 2 of 12 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
Total SMA Asset: $902,500,171
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $224,289,823 | 23.7% |
| Equity - Exchange | $177,917,665 | 18.8% |
| Cash | $48,264,899 | 5.1% |
| Corporate - Investment Grade | $60,567,716 | 6.4% |
| U.S. Government/Agency | $219,557,970 | 23.2% |
| Municipal Bonds | $215,772,487 | 22.8% |
| Total | $946,370,560 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX PIONEER HARBOR | GLACIER VALUE | IJCDB8IHB | OAODI | 4.23% | $111,168,011 |
| HARBOR FOUNDATION BEACON | ELEMENT VALUE | Q87SLWUUE | XASK | 5.75% | $97,591,286 |
| QUANTUM PRIME | MERIDIAN RADIAL | Y33QNQCQU | DTT | 1.06% | $20,767,358 |
| ELEMENT GLACIER DELTA | WAVE INSIGHT | TFY96EWQK | IKGW | 9.79% | $115,361,915 |
| VITAL SUMMIT | BRIDGE EMBER | Q4IHYIEJ5 | ICVFL | 8.45% | $21,687,846 |
| BEACON ZENITH INSIGHT | QUANTUM SIGNAL | GNSSVKWIH | RQWI | 3.84% | $52,520,708 |
| CAPITAL CATALYST OPTIMA | OPTIMA OAK | JJCT4FGLT | XIBH | 9.63% | $117,815,010 |
| EMBER VITAL FRONTIER | VERTEX DELTA | 3AN8U5R3U | NYFWL | 12.06% | $22,356,236 |