SourcingSourcing

DB & C ADVISORS, LLC

C28
CRD 155645·SEC 801-114290·HOLLAND, MI
AUM
$252.2M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$756K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DB & C ADVISORS, LLC
CRD
155645
SEC file #
801-114290
EIN
—
DBA names
—

Economics

AUM
$252.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$125.8M → $252.2M▲ +101%
Client mix
Individuals Other267
Individuals High Net Worth56
Corporations6

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
7 advisors → 9 advisors▲ +29%
Primary office
HOLLAND MI
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
dbc-advisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DB&C INVESTMENT SERVICES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
DB&C INVESTMENT SERVICES, LLC
PLAMONDON, DOUGLAS, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DBC-ADVISORS.COM
Rdap Domain Creation Date
2014-01-20T20:55:24Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,787
Form 5500 Compensation Trajectory 3y
202512,787
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,787
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-20T20:55:24Z
Rdap Domain Last Changed
2026-01-21T17:00:48Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (9)

9
PLAMONDON, DOUGLAS, ANTHONY
IAR · Direct Owner · 17.5%
4996446
O'MEALEY, DANIEL, BERT
IAR · Executive Officer · 2.5%
2746170
MARK ALLEN VEENSTRA
IAR
4036098
GEORGE MALCOLM GARDNER
IAR
4036150
JONATHON DAVID COFFEY
IAR
8098887
Jacob Harold Reemtsma
IAR
8146717
KAILEIGH CAMPBELL EDDY
IAR
4057321
STEVEN JOHN DARROW
IAR
7376556
SHANNON PAUL SIMON
IAR
5621092