AdFi
D&

DB & C Advisors, LLC

SEC Registered

Guidance from a Fiduciary Perspective

Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
342

About the firm

DB&C Advisors, LLC provides a consultative and customized approach to personal and business wealth management, serving individuals, families, business owners, and corporations. As independent financial consultants, they strive to uphold a fiduciary standard and work in clients' best interest. The firm leverages more than 70 years of combined financial services experience across financial disciplines.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Areas of expertise

Wealth ManagementRetirement PlanningFinancial PlanningFiduciaryEstate PlanningTax PlanningInsuranceInvestmentsCollege Planning401(k) Planning

Services

The firm offers investments (including IRAs, annuities, bonds, brokerage accounts, and government securities), financial planning (including retirement plans, tax plans, 401(k)/403(b) planning, college plans, estate plans, and profit sharing plans), and insurance (disability income, life, and long-term-care insurance).

Financial PlanningInsurance

Who they serve

Individuals, families, accomplished families, privately-held businesses, public corporations, retired individuals, and those approaching retirement.

Leadership

Daniel Bert O'mealey
CHIEF COMPLIANCE OFFICER
Douglas Anthony Plamondon
MEMBER
James Walter Michner
MEMBER
Mark Allen Veenstra
MEMBER
George Malcolm Gardner
MEMBER
Llc Db&c Investment Services
MEMBER

Office locations

2 offices in 1 state
MI
HollandHQ
MI
Grand Haven

Advisors at this firm

10 advisors in the directory

Regulatory & compliance

CRD number
#155645
SEC Number
801-114290
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly

Data as of September 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DB & C Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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