David
Kearns
Dbk Financial Counsel, LLC
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About this Advisor
David Kearns is a personal financial specialist working out of Cuyahoga Falls, Ohio who has 9 years of relevant experience. Kearns is an advisor for Dbk Financial Counsel, LLC. Kearns has gained experience at Dbk Financial Counsel, LLC, Dbk Legal Counsel, LLC, Kearns Bray, LLC and Willow Street Advisors, LLC. Kearns can work in Florida and Ohio. Dbk Financial Counsel, LLC is a registered investment company that has its headquarters in Cuyahoga Falls, OH. It controls $117 million in assets under management across its 163 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 163 customer accounts, 59% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules vary depending on which service is offered. Fee types billed by Dbk Financial Counsel, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dbk Financial Counsel, LLC Brokerage Details
$116,574,082
2
163
$715,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Kearns Work History
David has been registered as a financial advisor for 9 years.*
Dbk Financial Counsel, LLC
Dbk Legal Counsel, LLC
Kearns Bray, LLC
Willow Street Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Kearns to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dbk Financial Counsel, LLC
Cuyahoga Falls, OH
Cuyahoga Falls, OH
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