SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Daymark Wealth Partners, LLC
Cincinnati, OH
CRD 320878
Firm filing updated September 25, 2026 ·
- $5BAssets
- 2,107Clients
- 21Advisory staff
- 7,405Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals1,147
- High net worth individuals913
- Corporations or other businesses22
- Charities20
- Pension and profit sharing plans5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,147 | $654.0 million |
| High net worth individuals | 913 | $4.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $10.4 million |
| Charitable organizations | 20 | $216.8 million |
| Corporations or other businesses not listed above | 22 | $43.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$5.0 billion
- Accounts7,405
- DiscretionaryAll accounts
People
- Employees40
- Advisory staff21
- Broker-dealer reps0
- Licensed insurance agents13
- Planning clients0
Advisors
15 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 320878, SEC file 801-124936.
- Registered with the SEC as an investment advisor (status date on record: May 2, 2022).
Is Daymark Wealth Partners, LLC a fiduciary?
Short answer: Daymark Wealth Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
13 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.