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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-17-2015
- Office Locations
- 1
Office Locations
About Dreamwork Financial Group
DreamWork Financial Group is a fee-only, conflict-free RIA providing wealth management and financial planning, including investment, retirement, and estate planning. The firm builds custom portfolios (including individual stocks and ETF-based allocations) and offers access to complex strategies with no account minimums. Clients get an advanced online portal plus a research hub; led by owner-advisor Clint Kirby.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 55 clients, or 55 clients per representative. That equates to $243.6K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 24, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dreamwork Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CLINTON KIRBY
Investment Advisor, President
- CRD
- #5466878
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,399,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,399,425 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dreamwork Financial Group has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.