DayMark Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
DayMark Wealth Partners reports 2,107 clients. They include 1,147 individual clients, 913 high-net-worth individuals, and 22 corporations and other businesses. Of its assets, 100.0% ($5.04B across 7,405 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 43% | 82% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 4% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,147 | $654M | 13.0% | $570K |
| High-net-worth individuals | 913 | $4.12B | 81.7% | $4.51M |
| Pension and profit-sharing plans | 5 | $10.4M | 0.2% | $2.08M |
| Charitable organizations | 20 | $217M | 4.3% | $10.8M |
| Corporations and other businesses | 22 | $43.6M | 0.9% | $1.98M |
| Total | 2,107 | $5.04B | 100% | $2.39M |
- Clients
- 1,147
- Regulatory AUM
- $654M
- AUM share
- 13.0%
- Avg. per client
- $570K
- Clients
- 913
- Regulatory AUM
- $4.12B
- AUM share
- 81.7%
- Avg. per client
- $4.51M
- Clients
- 5
- Regulatory AUM
- $10.4M
- AUM share
- 0.2%
- Avg. per client
- $2.08M
- Clients
- 20
- Regulatory AUM
- $217M
- AUM share
- 4.3%
- Avg. per client
- $10.8M
- Clients
- 22
- Regulatory AUM
- $43.6M
- AUM share
- 0.9%
- Avg. per client
- $1.98M
Total
- Clients
- 2,107
- Regulatory AUM
- $5.04B
- AUM share
- 100%
- Avg. per client
- $2.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
DayMark Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Asset Management
- Maximum annual fee of 1.75%, billed quarterly in advance on the prior quarter-end value of the account.
- Comprehensive Portfolio Management
- Maximum annual fee of 2.00%, billed quarterly in advance; the fee can exceed the maximum where a minimum account program fee applies.
- Financial Planning & Consulting
- Hourly or flat fee; the maximum hourly fee is $350 and flat fees range from $1,500 to $10,000.
- Retirement Plan Consulting
- Flat fees range from $750 to $25,000, or a fee based on managed plan assets that will not exceed 1.00%.
DMWP Holdings, LLC owns 75% or more of DayMark Wealth Partners and is in turn owned by CWC Harbor Investor, LLC (25–50%). Michael Quin is CEO; the leadership team includes Chief Compliance Officer Loni Adams-Kiskaden. It has 40 employees, 21 of them in advisory roles.
Leadership
- Michael QuinChief Executive Officer
- Loni Adams-KiskadenChief Compliance Officer
- Steven SatterGeneral Counsel
Investment adviser representatives
37 representatives listed in the SEC register as of 9 October 2026.
- Loni Jo Adams-Kiskaden
- Daniel Norman Baron
- Jason Michael Beischel
- Peter John Boland
- Zachary Thomas Braun
- Charles William Brown
- Hilary Anne Bryson
- Michael Joseph Callahan
- Andrew Vincent Cardone
- Anthony Joseph Costanzo
- Vincenzo Costanzo
- Daryl Joseph Demo
- Justin Paul Fitchko
- Kimberly Jean Fitzgerald
- Megan E Helbig
- Thomas Cruse Hofstetter III
- Martin Hopkins
- James Richard Huster
- Gregg Adam Kaplan
- John Read Kaufman
- Jacob John Krecic
- Eric Kevin Larison
- Michael Ray Larison
- Rex Elliot Mack
- Mark Alan Pent
- Patrick Michael Petsche
- Robert Ernest Prangley II
- Michael William Quin
- Victoria Miller Ricker
- Emily Carolyn Rowe
- Steven Lawrence Rowe
- Joseph Francis Schmidt
- Andrew Lee Sikorovsky
- Patrick Neal Strader
- Karen Jean Suskowicz
- Sidney Howard Taylor II
- T Rodney Twells
Staff
- 40 employees
- 21 in advisory functions
- 28 state-registered reps
- 13 insurance agents
- 1 soliciting firm
- Owns 75% or more of Daymark Wealth Partners, LLC
DMWP Holdings, LLC
Control person · since June 2022
- Owns 25% to 50% of DMWP Holdings, LLC
CWC Harbor Investor, LLC
since January 2026
DayMark Wealth Partners’ regulatory assets grew 7.8× from $649M (July 2022) to $5.04B (September 2026); clients rose from 908 to 2,107 and employees from 8 to 40.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $5.04B | 2,107 | 40 | 12 |
| June 2025 | $3.94B | 1,709 | 31 | 9 |
| June 2024 | $2.5B | 1,360 | 26 | 4 |
| August 2023 | $908M | 603 | 20 | 3 |
| July 2022 | $649M | 908 | 8 | 1 |
Besides its headquarters, DayMark Wealth Partners has 11 offices (2 private residences, listed without an address), with 10 listed addresses across 5 states.
Florida · 4 listed addresses
- 309 Se Osceola St., Stuart
- 2300 E Las Olas, Fort Lauderdale
- 671 Durion CT, Sanibel
- 2 North Tamiami Trail, Sarasota
Ohio · 3 listed addresses
- 9675 Montgomery Road, Ste 201, CincinnatiHQ
- 2211 Crocker Road, Westlake
- 30100 Chagrin Boulevard, Pepper Pike
Connecticut · 1 listed address
- 2425 Post Road, Southport
Illinois · 1 listed address
- 11 N. Northwest Hwy, Park Ridge
Wisconsin · 1 listed address
- 999 Fourier DR, Madison
Contact and registration details
- Legal name
- Daymark Wealth Partners, LLC
- Headquarters
- 9675 Montgomery Road, Ste 201, Cincinnati, OH 45242
- Website
- daymarkwealthpartners.com
- Phone
- 513-838-2520
- @daymark-wealth-partners
- SEC file
- 801-124936
- Structure
- Delaware LLC
- Fiscal year end
- December
DayMark Wealth Partners uses Fidelity ($2.76B, 57%) and Charles Schwab ($2.05B, 43%) as custodians for its separately managed accounts. DayMark Wealth Partners has custody of $1.58B in client assets for 863 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.05B43%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.76B57%
At year end, DayMark Wealth Partners’ separately managed accounts were mostly in stocks (50%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.1B across 810 positions; the largest are Apple Inc. (6.1%), Nvidia Corporation (5.3%) and Vanguard Index Fds (3.1%).
What the accounts hold
- Stocks50%
- Funds34%
- Registered funds33%
- Pooled vehicles1%
- Bonds6%
- State and local bonds2%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash9%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $4.1B
- Reported 13F value
- 810
- Positions
- 30.8%
- In the 10 largest
- +28.9%
- Value vs. prior quarter
- Apple Inc.6.1%
- Nvidia Corporation5.3%
- Vanguard Index Fds · S&P 500 ETF Shs3.1%
- Microsoft Corp.3.0%
- Alphabet Inc. · Cap Stk CL A2.9%
- Amazon Com Inc.2.6%
- JPMORGAN Chase & CO2.5%
- Procter And Gamble CO1.9%
- Sherwin Williams CO1.9%
- J P Morgan Exchange Traded F · Core Plus BD ETF1.7%
Together, the ten largest are 30.8% of reported value.
How many clients does DayMark Wealth Partners have?
DayMark Wealth Partners has 2,107 clients and manages $5.04 billion for them, as of September 2026. They include 1,147 individual clients, 913 high-net-worth individuals, and 22 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does DayMark Wealth Partners offer?
DayMark Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does DayMark Wealth Partners use?
DayMark Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.76B and Charles Schwab & Co., Inc. (San Francisco, CA), with $2.05B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does DayMark Wealth Partners have?
DayMark Wealth Partners has 28 investment adviser representatives registered with state securities authorities, out of 40 employees, and 21 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DayMark Wealth Partners invest in?
At the end of its last fiscal year, DayMark Wealth Partners’ separately managed accounts held 50% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DayMark Wealth Partners?
DayMark Wealth Partners is owned through a holding company by CWC Harbor Investor, LLC. Its direct owner is DMWP Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does DayMark Wealth Partners get paid?
DayMark Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is DayMark Wealth Partners registered with the SEC?
Yes, DayMark Wealth Partners has been registered with the SEC as an investment adviser since 2 May 2022. Its CRD number is 320878 and its SEC file number is 801-124936.
Source: Form ADV Part 1A, Item 1, filed 25 September 2026; IAPD firm record
How do I contact DayMark Wealth Partners?
DayMark Wealth Partners’ main office is at 9675 Montgomery Road, Ste 201, Cincinnati, OH 45242. Its phone number is 513-838-2520. Its website is daymarkwealthpartners.com.