Db & C Advisors, LLC

DB & C Advisors, LLC is a Registered Investment Adviser established in October 2010, with $231,102,796 in assets under management as of December 31, 2024. The firm offers financial planning, consulting, and investment management services on a discretionary or non-discretionary basis. Clients have the option to engage in comprehensive financial planning services, including business planning, investments, insurance, and estate planning. Investment management services involve allocating assets among various investment options based on client objectives. The firm may recommend private placement securities for accredited investors. Clients have the discretion to impose reasonable restrictions on their accounts. DB & C Advisors may engage Independent Managers for certain clients, with fees based on a percentage of assets under management. The firm charges hourly fees for financial planning and consulting services, typically around $220 per hour. Clients may incur additional fees from financial institutions and Independent Managers. The firm does not impose minimum portfolio size requirements. Investment strategies include fundamental, technical, and cyclical analysis, with options available for hedging purposes. The firm does not provide services for performance-based fees and serves various types of clients, including individuals, trusts, and corporations. Clients receive regular account reviews and have the option to grant investment discretion to the firm. The firm does not vote client securities and does not have any financial disclosures that may impair its ability to meet contractual commitments.