← Back to searchVisit website
DB & C ADVISORS, LLC
CRD 155645 · SEC 801-114290
355 SETTLERS ROAD, SUITE 310, HOLLAND, MI, 49423, United States
Phone
616-355-3455
Fax
616-796-0044
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.2M
Discretionary AUM
$215.9M
Team
11 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $55.0M |
| High net worth individuals | 56 | $156.1M |
| Corporations/business entities | 6 | $3.5M |
States served
LA, MI, TX
All web addresses on file
Official SEC filing: View on IAPD