DMK ADVISOR GROUP, INC.
  • DMK ADVISOR GROUP, INC.
  • STEPHEN A. KOHN & ASSOCIATES, LTD.

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Adviser Profile

As of Date 06/02/2026
Registration SEC, Approved, 06/03/2021
Other registrations (26)
ADV Location LUTZ, FL, United States
Contact Info 813 xxxxxxx
Websites
AUM* 130,803,725 62%
of that, discretionary 130,803,725 63%
Number of Employees 38 15%
of those in investment advisory functions 28 12%
Private Fund GAV* 0
Avg Account Size 167,912 -4%
% High Net Worth 20.00% -15%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

84M 72M 60M 48M 36M 24M 12M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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