Wealth manager, independent · Cincinnati, OH
Daymark Wealth Partners, LLC
SEC-registered investment adviser · CRD 320878 · SEC 801-124936
At a glance
Daymark Wealth Partners, LLC is an SEC-registered investment adviser based in Cincinnati, Ohio, with $5.0B in regulatory assets under management as of its Form ADV filed September 25, 2026. It reports 2,060 individual clients, 913 of them high-net-worth, holding an average of about $2.3 million each, and 40 employees. That ranks it 217th among the nation’s 5,657 independent wealth management RIAs and 13th of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 513-838-2520daymarkwealthpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.0B
- Rank among independent wealth managers
- #217 of 5,657
- Rank among all SEC RIAs
- #2,090 of 17,210
- Rank in Ohio
- #13 of 226
- Individual clients
- 2,060
- High-net-worth clients
- 913
- Accounts
- 7,405
- Discretionary
- 100% of AUM
- Employees
- 40
- Advisory staff
- 21
- Offices
- 12
Owners and executives on its Form ADV
- Michael W. QuinChief Executive Officer
- Loni J. Adams-KiskadenChief Compliance Officer
- Steven L. SatterGeneral Counsel
Custody and brokerage
Broker-dealer
No broker-dealer ties
Daymark Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 913 | $4.1B | 82% |
| Individuals | 1,147 | $654M | 13% |
| Charitable organizations | 20 | $217M | 4% |
| Corporations or other businesses | 22 | $44M | <1% |
| Pension and profit sharing plans | 5 | $10M | <1% |
Disciplinary disclosures
Daymark Wealth Partners, LLC 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗daymarkwealthpartners.com ↗
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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, 3 years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Constellation Wealth AdvisorsCincinnati | $5.4B | 403 |
| Venture Visionary Partners LLCSylvania | $5.2B | 2,660 |
| Wellspring Family OfficeCleveland | $5.1B | 139 |
| Hamilton CapitalColumbus | $4.9B | 2,744 |
| Prosperity Capital AdvisorsWestlake | $4.4B | 7,469 |
| Ancora Private Wealth Advisors, LLCCleveland | $3.9B | 4,414 |
Background
Questions
How much does Daymark Wealth Partners, LLC manage?
Daymark Wealth Partners, LLC reports $5.0B in regulatory assets under management across 7,405 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
How many clients does Daymark Wealth Partners, LLC have?
It reports 2,060 individual clients: 913 high-net-worth individuals and 1,147 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Daymark Wealth Partners, LLC headquartered?
Its main office is in Cincinnati, Ohio. It reports 12 offices in total and 40 employees, 21 of whom perform investment advisory functions.
How does Daymark Wealth Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Daymark Wealth Partners, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed September 25, 2026, it reports these amounts held: Fidelity ($2.8B); Charles Schwab ($2.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Daymark Wealth Partners, LLC a hybrid RIA with a broker-dealer?
Daymark Wealth Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Daymark Wealth Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Daymark Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Daymark Wealth Partners, LLC’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 (2026-09-25), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →