Wealth manager, independent · Novi, MI
Dahring | Cusmano and Associates
Dahring | Cusmano LLC · SEC-registered investment adviser · CRD 301236 · SEC 801-117222
At a glance
Dahring | Cusmano and Associates is an SEC-registered investment adviser based in Novi, Michigan, with $781 million in regulatory assets under management as of its Form ADV filed September 4, 2026. Its largest client group by assets is corporations or other businesses, and it reports 863 individual clients. By Form ADV it is a wealth manager, ranked 1,955th of 8,915 wealth managers and 6,182nd of 17,210 SEC-registered advisers by assets.
Main office 248-348-0100dca401k.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $781M
- Rank among wealth managers
- #1,955 of 8,915
- Rank among all SEC RIAs
- #6,182 of 17,210
- Rank in Michigan
- #84 of 305
- Individual clients
- 863
- High-net-worth clients
- 154
- Accounts
- 2,051
- Discretionary
- 94% of AUM
- Employees
- 18
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Kirk W. DahringChief Executive Officer
- Angela S. CusmanoManaging Partner
- Andy J. ArmstrongChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Dahring | Cusmano and Associates is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Certain Firm representatives who provide investment advice to clients (“advisory persons”) are registered representatives of Pursche Kaplan Sterling Investments (“PKS”) a SEC registered broker -dealer and member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 21 | $300M | 38% |
| High-net-worth individuals | 154 | $298M | 38% |
| Individuals | 709 | $183M | 23% |
Disciplinary disclosures
Dahring | Cusmano and Associates reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗dca401k.com ↗
AtlasMembers
The full record on Dahring | Cusmano and Associates
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,162 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Dahring | Cusmano and Associates manage?
Dahring | Cusmano and Associates reports $781 million in regulatory assets under management across 2,051 accounts, 94% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
What kind of firm is Dahring | Cusmano and Associates?
Dahring | Cusmano and Associates is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Dahring | Cusmano and Associates’s clients?
By assets, its largest client types are corporations or other businesses ($300 million, 21 clients); high-net-worth individuals ($298 million, 154 clients); individuals ($183 million, 709 clients).
Does Dahring | Cusmano and Associates have any disciplinary history?
Dahring | Cusmano and Associates reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Dahring | Cusmano and Associates’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →