DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Daymark Wealth Partners, LLC

Independent wealth managerCincinnati, OhioCRD 320878SEC 801-124936websiteIAPD
Latest filing Jul 10, 2026
First filing on the tape Apr 1, 2022 · 24 filings
SEC status approved since May 2, 2022
RAUM
$5.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
95%
$4.8B individuals and HNW
Advisors
32
registered through the firm on IAPD
RAUM per advisor
$158M
derived; firm RAUM over IAPD count
Employees
40
21 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$5.0B as of Jul 10, 2026
Mar 30, 2023$908M then
HNW client RAUM$4.1B as of Jul 10, 2026
Mar 30, 2023$764M then
State-registered IARs (5.B.3)28 as of Jul 10, 2026
Mar 30, 20230 then
Employees (5.A)40 as of Jul 10, 2026
Mar 30, 202320 then
Private funds: no history
RAUM +28% over the last fiscal year+77% a year over threeIARs 19 to 28offices 6 to 10
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$158MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
64derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.5MderivedHNW RAUM over HNW clients
Average account
$680,897derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
4.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
2.9derived11 offices incl. principal (1.F.5)
RAUM growth, one year
+28%derivedbetween the last two annual amendments
Advisor growth, one year
+47%derivedItem 5.B.3 between annual amendments
Client growth, one year
+23%derived
Compensation
percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Custody
$1.6B, 863 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$4.1B82%
  • Individuals$654M13%
  • Charitable organizations$217M4.3%
  • Corporations and businesses$43.6M0.9%
  • Pension and profit-sharing plans$10.4M0.2%
Individual clients
1,147reported
HNW clients
913reported
Pension plan clients
5reported
Charitable clients
20reported
Accounts
7,405reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$1.6B for 863 clientsreported
Compensation
% of AUM, fixed, hourly, performancereported
Class basis
private_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
32 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Peter John BolandCincinnati, OhJun 6, 202230 y2
Michael Ray LarisonCincinnati, OhJun 6, 202241 y3
Eric Kevin LarisonCertified Financial PlannerCincinnati, OhJun 6, 202210 y1
Robert Ernest PrangleyCincinnati, OhJun 6, 202235 y2
Jason Michael BeischelCertified Financial PlannerCincinnati, OhJun 6, 202223 y3
Daryl Joseph DemoCincinnati, OhJun 6, 202234 y4
Justin Paul FitchkoCertified Financial PlannerPepper Pike, Oh Feb 17, 202320 y1
Jacob John KrecicCincinnati, Oh Feb 17, 202328 y3
Martin HopkinsWestlake, Oh Feb 21, 202336 y2
Andrew Lee SikorovskyPepper Pike, Oh May 5, 202324 y2
T Rodney TwellsChartered Financial AnalystCincinnati, Oh May 5, 202329 y1
Kimberly Jean FitzgeraldPepper Pike, Oh May 5, 202324 y2
Karen Jean SuskowiczCincinnati, Oh May 5, 202328 y1
Joseph Francis SchmidtCincinnati, Oh May 5, 202332 y1
Michael William QuinCincinnati, OhJun 29, 202327 y4
Loni Jo Adams-KiskadenCincinnati, OhAug 18, 202321 y2
Megan E HelbigSouthport, Ct Apr 30, 202419 y3
Thomas Cruse HofstetterSouthport, Ct Apr 30, 202433 y4
Daniel Norman BaronCincinnati, Oh Apr 30, 202429 y4
Hilary Anne BrysonTen Mile, Tn Apr 17, 202524 y4
John Read KaufmanHerber City, Ut Apr 21, 202532 y3
Emily Carolyn RoweStuart, Fl Jun 20, 202511 y1
Patrick Neal StraderCincinnati, Oh Jun 25, 202518 y3
Victoria Miller RickerCertified Financial PlannerFort Lauderdale, Fl Jun 26, 202539 y5
Steven Lawrence RoweCertified Financial PlannerStuart, Fl Jul 7, 202538 y3
Gregg Adam KaplanCincinnati, Oh Aug 29, 202510 y0
Zachary Thomas BraunCincinnati, OhOct 16, 202511 y0
Anthony Joseph CostanzoCincinnati, OhJun 1, 202610 y1
Patrick Michael PetscheCincinnati, OhJun 1, 202637 y2
Rex Elliot MackCertified Financial PlannerCincinnati, OhJun 1, 202632 y2
Vincenzo CostanzoCincinnati, OhJun 1, 202636 y2
Mark Alan PentMadison, WiJul 13, 202623 y2
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Jo Loni Adams-Kiskaden · Chief Compliance Officercontrol
        since 04/2023 · owns less than 5%
      • William Michael Quin · Chief Executive Officercontrol
        since 06/2022 · owns less than 5%
      • Louis Steven Satter · General Counselcontrol
        since 06/2022 · owns less than 5%
      Entity owners
      • Dmwp Holdings, LLC · Holding Company
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Cincinnati, Oh · principal3150
      Pepper Pike, Oh600
      Southport, Ct300
      Stuart, Fl300
      Westlake, Oh200
      Offices
      Schedule D 1.F, the 25 largest
      • Pepper Pike, OH5 employees
      • Southport, CT3 employees
      • Westlake, OH2 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • growth on all axesCombination · filing Feb 6, 2026
        RAUM, offices and advisors all grew 25 percent or more in one year: a platform in expansion or an acquisition. RAUM $3,939,833,944 to $5,042,043,338, advisors 19 to 28, private clients 1676 to 2060, offices 6 to 9 (2025-04-17 to 2026-02-06)
        peers: independent wealth managers, $5B to $20B (289)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Other offices · 9 to 10
        Feb 6, 2026 to Jul 10, 2026
      • Accounts · 6,073 to 7,405
        Oct 28, 2025 to Feb 6, 2026
      • Advisory employees · 19 to 21
        Oct 28, 2025 to Feb 6, 2026
      • Charity clients · 14 to 20
        Oct 28, 2025 to Feb 6, 2026
      • Corporate clients · 14 to 22
        Oct 28, 2025 to Feb 6, 2026
      • HNW clients · 738 to 913
        Oct 28, 2025 to Feb 6, 2026
      • Individual clients · 938 to 1,147
        Oct 28, 2025 to Feb 6, 2026
      • Assets in custody · $766M to $1.6B
        Oct 28, 2025 to Feb 6, 2026
      • Employees · 31 to 40
        Oct 28, 2025 to Feb 6, 2026
      • State-registered IARs · 19 to 28
        Oct 28, 2025 to Feb 6, 2026
      • Other offices · 8 to 9
        Oct 28, 2025 to Feb 6, 2026
      • Discretionary RAUM · $3.9B to $5.0B
        Oct 28, 2025 to Feb 6, 2026
      • HNW RAUM · $3.2B to $4.1B
        Oct 28, 2025 to Feb 6, 2026
      • Individual RAUM · $494M to $654M
        Oct 28, 2025 to Feb 6, 2026
      • Pension RAUM · $9.0M to $10.4M
        Oct 28, 2025 to Feb 6, 2026
      • RAUM · $3.9B to $5.0B
        Oct 28, 2025 to Feb 6, 2026
      • Financial planning clients · 0 to 0
        Jun 18, 2025 to Oct 28, 2025
      • Other offices · 6 to 8
        Apr 17, 2025 to Jun 18, 2025
      • Other offices · 3 to 6
        Feb 13, 2025 to Apr 17, 2025
      • Accounts · 4,219 to 6,073
        Oct 31, 2024 to Feb 13, 2025
      • Advisory employees · 16 to 19
        Oct 31, 2024 to Feb 13, 2025
      • Charity clients · 7 to 14
        Oct 31, 2024 to Feb 13, 2025
      • Corporate clients · 9 to 14
        Oct 31, 2024 to Feb 13, 2025
      • HNW clients · 589 to 738
        Oct 31, 2024 to Feb 13, 2025
      • Individual clients · 743 to 938
        Oct 31, 2024 to Feb 13, 2025
      • Pension plan clients · 6 to 5
        Oct 31, 2024 to Feb 13, 2025
      • Assets in custody · $1.3B to $766M
        Oct 31, 2024 to Feb 13, 2025
      • Employees · 26 to 31
        Oct 31, 2024 to Feb 13, 2025
      • State-registered IARs · 16 to 19
        Oct 31, 2024 to Feb 13, 2025
      • Discretionary RAUM · $2.5B to $3.9B
        Oct 31, 2024 to Feb 13, 2025
      • HNW RAUM · $2.2B to $3.2B
        Oct 31, 2024 to Feb 13, 2025
      • Individual RAUM · $270M to $494M
        Oct 31, 2024 to Feb 13, 2025
      • Pension RAUM · $8.7M to $9.0M
        Oct 31, 2024 to Feb 13, 2025
      • RAUM · $2.5B to $3.9B
        Oct 31, 2024 to Feb 13, 2025
      • Other offices · 2 to 3
        Feb 27, 2024 to Apr 30, 2024
      • Accounts · 2,043 to 4,219
        Sep 22, 2023 to Feb 27, 2024
      • Advisory employees · 9 to 16
        Sep 22, 2023 to Feb 27, 2024
      • BD registered reps · 1 to 0
        Sep 22, 2023 to Feb 27, 2024
      • Charity clients · 2 to 7
        Sep 22, 2023 to Feb 27, 2024
      • Corporate clients · 2 to 9
        Sep 22, 2023 to Feb 27, 2024
      Signals
      19 dated events
      • 3 advisors left Morgan Stanley (Cleveland, OH) for Daymark Wealth Partners, LLC within 8 days
        Jun 4, 2026 · Team lift-out · derived
      • Daymark Wealth Partners, Llc reported RAUM $5.0B, up 28% from $3.9B (2025-10-28 to 2026-02-06)
        Feb 6, 2026 · RAUM change · derived
      • 3 advisors left Wells Fargo Advisors (Stuart, FL) for Daymark Wealth Partners, LLC on the same day
        Jun 25, 2025 · Team lift-out · derived
      • Daymark Wealth Partners, Llc reported RAUM $3.9B, up 57% from $2.5B (2024-10-31 to 2025-02-13)
        Feb 13, 2025 · RAUM change · derived
      • 3 advisors left Wells Fargo Advisors (Westport, CT) for Daymark Wealth Partners, LLC on the same day
        May 8, 2024 · Team lift-out · derived
      • Daymark Wealth Partners, Llc reported 16 state-registered advisory representatives, up from 0 (2023-09-22 to 2024-02-27)
        Feb 27, 2024 · Advisor headcount change · derived
      • Daymark Wealth Partners, Llc reported RAUM $2.5B, up 176% from $907.8M (2023-09-22 to 2024-02-27)
        Feb 27, 2024 · RAUM change · derived
      • Steven Satter (General Counsel) appeared on Schedule A of Daymark Wealth Partners, Llc
        Sep 19, 2023 · Control person joined · fact
      • 3 advisors left Wells Fargo Advisors (Pepper Pike, OH) for Daymark Wealth Partners, LLC on the same day
        May 15, 2023 · Team lift-out · derived
      • 2 advisors left Wells Fargo Advisors (Holmes Beach, FL) for Daymark Wealth Partners, LLC on the same day
        May 15, 2023 · Team lift-out · derived
      • Jo Loni Adams-Kiskaden (Chief Compliance Officer) appeared on Schedule A of Daymark Wealth Partners, Llc
        May 5, 2023 · Control person joined · fact
      • Steven Satter (Chief Compliance Officer & General Counsel) no longer on Schedule A of Daymark Wealth Partners, Llc (listed 2023-03-30, absent 2023-05-05)
        May 5, 2023 · Control person left · inference
      • Daymark Wealth Partners, Llc reported RAUM $907.8M, up 40% from $649.4M (2023-02-17 to 2023-03-30)
        Mar 30, 2023 · RAUM change · derived
      • 3 advisors left Wells Fargo Advisors (Westlake, OH) for Daymark Wealth Partners, LLC on the same day
        Feb 23, 2023 · Team lift-out · derived
      • William Michael Quin (Chief Executive Officer) appeared on Schedule A of Daymark Wealth Partners, Llc
        Jul 25, 2022 · Control person joined · fact
      • 5 advisors left Wells Fargo Advisors (Cincinnati, OH) for Daymark Wealth Partners, LLC within 3 days
        Jun 10, 2022 · Team lift-out · derived
      • Steven Satter (Chief Compliance Officer) appeared on Schedule A of Daymark Wealth Partners, Llc
        Jun 6, 2022 · Control person joined · fact
      • Thomas Andrew Butte (Chief Compliance Officer) no longer on Schedule A of Daymark Wealth Partners, Llc (listed 2022-04-01, absent 2022-06-06)
        Jun 6, 2022 · Control person left · inference
      • Daymark Wealth Partners, Llc filed its initial SEC registration (Form ADV)
        Apr 1, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/daymark-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
      Website
      daymarkwealthpartners.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      513-838-2520reportedpublic record, Form ADV, Jul 10, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $158Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026