DBA: ADK WEALTH ADVISORY GROUP
| Total AUM | $768.5M |
| Discretionary | $768.5M100% of AUM |
| Client Accounts | 2,166 |
| Avg Account Size | $355K |
| Employees | 13 |
| Peak AUM | $768.5MMar 2026 |
Total AUM
$768M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $768M | +12.1% | +12.5% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $768.5M |
| Discretionary | $768.5M |
| Employees | 13 |
| Client Accounts | 2166 |
| Client Range | 101-250 |
Address
12935 NORTH OUTER FORTY ROAD
ST. LOUIS MO 63141
Phone
(314) 878-1489
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$768M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $768M |
| +12.1% |
| +12.5% |
| +11.9% |
| Total Accounts | 2k | +2.8% | +3.9% | +10.1% |
| Avg Account Size | $354,795.844 | +9.0% | +8.3% | +1.5% |
| Employees | 13 | 7.1% | 0.0% | +1.6% |
| AUM / Employee | $59M | +20.7% | +12.5% | +10.0% |
Client AUM Segments | |||||
| Wealth AUM | $760M | +11.7% | +12.3% | +11.5% | |
| Institutional AUM | $9M | +60.8% | +37.9% | — | |
Client Count Segments | |||||
| HNW Clients | 655 | 0.6% | +0.7% | 1.0% | |
| Institutional | 13 | 0.0% | +8.6% | — | |
| Individuals | 540 | +4.2% | +4.3% | +29.9% | |