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Group have?","answer":"DMK Advisor Group has 515 clients and manages $131 million for them, as of September 2026. They include 412 individual clients and 103 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does DMK Advisor Group offer?","answer":"DMK Advisor Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does DMK Advisor Group have?","answer":"DMK Advisor Group has 28 investment adviser representatives registered with state securities authorities, out of 38 employees, and 28 perform investment advisory functions. 38 employees are registered representatives of a broker-dealer and 30 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DMK Advisor Group invest in?","answer":"At the end of its last fiscal year, DMK Advisor Group’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 5% non-exchange-traded equities and 5% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns DMK Advisor Group?","answer":"DMK Advisor Group’s direct owners are Harold Alan Schwartz, Jorge Ramon Perez, Janak R Desai, Sunil Dutt Misra and Kelvin Ray Douglas, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DMK Advisor Group get paid?","answer":"DMK Advisor Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact DMK Advisor Group?","answer":"DMK Advisor Group’s main office is at 17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558. Its phone number is 813-996-6100. Its website is dmkadvisorgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}