Daymark Wealth Partners, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 320878
· SEC file 801-124936
· Cincinnati, OH
· www.youtube.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $5.0B
- Discretionary
- $5.0B
- Clients
- 2,107
- Avg AUM / client
- $2.4M
- Accounts
- 7,405
- Employees
- 40
AUM over time
$0
$5.0B
Dec 2021
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Investments (13F portfolio — 739 positions, $3,179,678,652)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $205,098,200 | 808,141 | 6.45% | 4.07% |
| 2 | Nvidia Corporation | COM | $174,288,312 | 999,360 | 5.48% | 3.46% |
| 3 | Microsoft Corp | COM | $112,459,817 | 303,806 | 3.54% | 2.23% |
| 4 | Alphabet Inc | CAP STK CL A | $90,578,369 | 314,989 | 2.85% | 1.8% |
| 5 | Vanguard Index Fds | S&P 500 ETF SHS | $88,205,324 | 147,612 | 2.77% | 1.75% |
| 6 | Amazon Com Inc | COM | $80,102,118 | 384,607 | 2.52% | 1.59% |
| 7 | Jpmorgan Chase & Co | COM | $79,961,220 | 271,829 | 2.51% | 1.59% |
| 8 | Sherwin Williams Co | COM | $71,608,763 | 223,393 | 2.25% | 1.42% |
| 9 | Procter And Gamble Co | COM | $68,521,403 | 474,394 | 2.16% | 1.36% |
| 10 | Amgen Inc | COM | $52,955,468 | 150,506 | 1.67% | 1.05% |
| 11 | Johnson & Johnson | COM | $51,767,615 | 211,780 | 1.63% | 1.03% |
| 12 | Broadcom Inc | COM | $44,297,955 | 143,123 | 1.39% | 0.88% |
| 13 | Exxon Mobil Corp | COM | $42,535,577 | 250,711 | 1.34% | 0.84% |
| 14 | Columbia Etf Tr I | RESH ENHNC COR | $37,898,921 | 972,266 | 1.19% | 0.75% |
| 15 | J P Morgan Exchange Traded F | ACTIVE GROWTH | $37,677,148 | 445,778 | 1.18% | 0.75% |
| 16 | Schwab Strategic Tr | US AGGREGATE B | $37,556,476 | 1,617,419 | 1.18% | 0.74% |
| 17 | J P Morgan Exchange Traded F | INTRNL RES EQT | $37,146,783 | 490,451 | 1.17% | 0.74% |
| 18 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $35,283,910 | 749,446 | 1.11% | 0.7% |
| 19 | Raytheon Technologies Corp | COM | $34,484,071 | 178,767 | 1.08% | 0.68% |
| 20 | Progressive Corp | COM | $33,925,013 | 171,131 | 1.07% | 0.67% |
| 21 | Alphabet Inc | CAP STK CL C | $32,559,172 | 113,502 | 1.02% | 0.65% |
| 22 | J P Morgan Exchange Traded F | ACTIVE VALUE ETF | $31,031,617 | 432,496 | 0.98% | 0.62% |
| 23 | Quanta Svcs Inc | COM | $30,758,337 | 56,024 | 0.97% | 0.61% |
| 24 | Visa Inc | COM CL A | $30,514,504 | 100,961 | 0.96% | 0.61% |
| 25 | Costco Whsl Corp New | COM | $27,909,816 | 28,010 | 0.88% | 0.55% |
Top 25 of 739 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,147 | $654M | 13.0% |
| High net worth individuals | 913 | $4.1B | 81.7% |
| Pension and profit sharing plans | 5 | $10.4M | 0.21% |
| Charitable organizations | 20 | $217M | 4.3% |
| Corporations and other businesses | 22 | $43.6M | 0.86% |
People (33)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael William Quin | Chief Executive Officer | Jun 2022 (4y) | Less than 5% | |
| Satter, Steven, Louis | General Counsel | Jun 2022 (4y) | Less than 5% | |
| Loni Jo Adams Kiskaden | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Daryl Joseph Demo | Registered representative | Jun 2022 (4y) | ||
| Eric Kevin Larison | Registered representative | CFP | Jun 2022 (4y) | |
| Jason Michael Beischel | Registered representative | CFP | Jun 2022 (4y) | |
| Michael Ray Larison | Registered representative | Jun 2022 (4y) | ||
| Peter John Boland | Registered representative | Jun 2022 (4y) | ||
| Robert Ernest Prangley | Registered representative | Jun 2022 (4y) | ||
| Jacob John Krecic | Registered representative | Feb 2023 (3y) | ||
| Justin Paul Fitchko | Registered representative | CFP | Feb 2023 (3y) | |
| Martin Hopkins | Registered representative | Feb 2023 (3y) | ||
| Andrew Lee Sikorovsky | Registered representative | May 2023 (3y) | ||
| Joseph Francis Schmidt | Registered representative | May 2023 (3y) | ||
| Karen Jean Suskowicz | Registered representative | May 2023 (3y) | ||
| Kimberly Jean Fitzgerald | Registered representative | May 2023 (3y) | ||
| T Rodney Twells | Registered representative | CFA | May 2023 (3y) | |
| Daniel Norman Baron | Registered representative | Apr 2024 (2y) | ||
| Megan E Helbig | Registered representative | Apr 2024 (2y) | ||
| Thomas Cruse Hofstetter | Registered representative | Apr 2024 (2y) | ||
| Hilary Anne Bryson | Registered representative | Apr 2025 (1y) | ||
| John Read Kaufman | Registered representative | Apr 2025 (1y) | ||
| Emily Carolyn Rowe | Registered representative | Jun 2025 (1y) | ||
| Patrick Neal Strader | Registered representative | Jun 2025 (1y) | ||
| Victoria Miller Ricker | Registered representative | CFP | Jun 2025 (1y) | |
| Steven Lawrence Rowe | Registered representative | CFP | Jul 2025 (1y) | |
| Gregg Adam Kaplan | Registered representative | Aug 2025 (1y) | ||
| Zachary Thomas Braun | Registered representative | Oct 2025 (1y) | ||
| Anthony Joseph Costanzo | Registered representative | Jun 2026 (0y) | ||
| Patrick Michael Petsche | Registered representative | Jun 2026 (0y) | ||
| Rex Elliot Mack | Registered representative | CFP | Jun 2026 (0y) | |
| Vincenzo Costanzo | Registered representative | Jun 2026 (0y) | ||
| Mark Alan Pent | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dmwp Holdings, Llc | Holding Company | Jun 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $2.8B (55% of AUM) Jul 2026
- Charles Schwab & Co. $2.1B (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗