9AT: DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC.

STEPHEN A. KOHN & ASSOCIATES, LTD.

As of Date	09/14/2026
Registration	SEC, Approved, 06/03/2021
Other registrations (26)	Washington, Terminated, 10/08/2021 Georgia, Terminated, 07/15/2021 California, Terminated, 07/08/2021 New Hampshire, Terminated, 06/28/2021 Colorado, Terminated, 06/10/2021 Connecticut, Terminated, 06/10/2021 North Carolina, Terminated, 06/09/2021 Ohio, Terminated, 06/09/2021 Tennessee, Terminated, 06/09/2021 Arizona, Terminated, 06/08/2021 Delaware, Terminated, 06/08/2021 Florida, Terminated, 06/08/2021 Kansas, Terminated, 06/08/2021 Michigan, Terminated, 06/08/2021 Missouri, Terminated, 06/08/2021 New York, Terminated, 06/08/2021 Puerto Rico, Terminated, 06/03/2021 Idaho, Terminated, 12/31/2005 Arkansas, Terminated, 12/31/2004 Illinois, Terminated, 12/31/2004 Nevada, Terminated, 12/31/2004 New Mexico, Terminated, 12/31/2004 Maine, Terminated, 09/05/2003 Massachusetts, Terminated, 02/15/2002 District of Columbia, Terminated, 10/18/2001 Mississippi, Terminated, 10/18/2001
ADV Location	LUTZ, FL, United States
Contact Info	813 xxxxxxx
Websites

AUM^*	130,803,725 62%
of that, discretionary	130,803,725 63%
Number of Employees	38 15%
of those in investment advisory functions	28 12%
Private Fund GAV^*	0
Avg Account Size	167,912 -4%
% High Net Worth	20.00% -15%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals

- Financial planning services
- Portfolio management for individuals and/or small businesses

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

84M 72M 60M 48M 36M 24M 12M

2021 2022 2023 2024 2025

Discretionary

Non-discretionary

No private funds