# DMKC ADVISORY SERVICES, LLC

DMKC ADVISORY SERVICES, LLC of DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 145112
- Type: SEC-registered investment adviser
- SEC file number: 801-68395
- Location: 3900 INGERSOLL AVENUE, SUITE 300, DES MOINES, IA, 50312
- Phone: 515-221-1133
- Latest filing: 2026-03-05
- Regulatory AUM: $902.5M
- Discretionary AUM: $781.8M
- Non-discretionary AUM: $120.7M
- Clients: 13
- Accounts: 946

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Benjamin Kelly | TRUSTEE | — |
| Kathleen Crichton Halliwell | CHIEF COMPLIANCE OFFICER | — |
| Daniel Michael Kelly | PRESIDENT AND MANAGING MEMBER | — |
| KELLY WILLIAM MICHAEL | MINORITY OWNER; PRESIDENT; PRESIDENT AND MANAGING MEMBER | — |
| LUCAS GARY R | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| KELLY DANIEL G | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER (+4 more) | — |
| LORBIECKI DAVID PALMER | MINORITY OWNER | — |
| KELLY DANIEL GRIMES | MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STOCKMAN MICHELLE RENEE | CHIEF COMPLIANCE OFFICER | — |
| KELLY PATRICK BENJAMIN | TRUSTEE | — |
| HALLIWELL KATHLEEN CRICHTON | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145112/similar
- Related entities: https://search.stillhousedata.com/firm/145112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.