← Tributary

DMK ADVISOR GROUP, INC.

LUTZ, FL · CRD 41067 · IAPD ↗ · 813-996-6100

$130.8MRegulatory AUM
28Advisory reps
38Employees
0Clients
0Planning clients
0Private funds
35States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — DMK ADVISOR GROUP, INC. reported RAUM up 55% ($84.5M -> $130.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — DMK ADVISOR GROUP, INC. notice-filed in ID, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — DMK ADVISOR GROUP, INC. notice-filed in IL, IN, MA, NC, ND, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — DMK ADVISOR GROUP, INC. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — DMK ADVISOR GROUP, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
June 2024 — DMK ADVISOR GROUP, INC. reported RAUM up 42% ($56.7M -> $80.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — DMK ADVISOR GROUP, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.