Daniel Bert O'Mealey
Financial advisor at DB & C Advisors, LLC · Holland, MI
Last updated 2026-10-10
Claim your profileDaniel Bert O'Mealey is a financial advisor at DB & C Advisors, LLC in Holland, MI, CRD 2746170. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-04-07.
Registration
- CRD number
- 2746170
- Registration status
- Active
- IAPD registration
- 2010-04-07
- Industry Experience
- 16 years
- Work Experience
- 16 years
- States registered
- MI
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2010-09 to Present · Lpl Financial LLC · Holland, MI
- 2011-04 to Present · DB & C Advisors, LLC · Holland, MI
Current employment
- DB & C Advisors, LLC · Holland, MI
DB & C Advisors, LLC
- Regulatory AUM
- $252,161,280
- Registered advisors
- 10
- Offices
- 2
- Clients per advisor
- 32.9 (Low)
- Average AUM per client
- $766.4K (Low)
- High-net-worth client ratio
- 17.0% (Moderate)
DB & C Advisors, LLC: advisors, services and reported ETF investments
About
Daniel Bert O'Mealey is a CFP® financial advisor at DB & C Advisors, LLC in Holland, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 16 years of reported work history. Reported roles include Lpl Financial LLC.
SEC disclosures list additional business and community activities: (1) 02/25/2013 - Db & C Advisors: We will charge an asset based fee; - 85% of time spent - holland, mi (2) 10/17/2013 - dba only - db & c investment services, llc - holland, mi (3) insurance agent- investment related-at reported business location(s), insurance sales, agent, 2001, devotes approximately 5% of agents time during working hrs/mo during trading hours; sale of various insurance products.
DB & C Advisors, LLC's firm-level Form ADV reports 10 advisors across 2 offices; approximately 32.9 clients per advisor, average assets per client of $766,448, and regulatory AUM of $252.2M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $16.8M across 27 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel Bert O'Mealey personally.
Reported ETF positions
DB & C Advisors reports 27 ETF positions worth $16.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $2.8M |
| EMXC — iShares MSCI Emerging Markets ex China ETF | $1.9M |
| JEPI — JPMorgan Equity Premium Income ETF | $1.5M |
| JEPQ — JPMorgan Nasdaq Equity Premium Income ETF | $1.3M |
| FTCS — First Trust Capital Strength ETF | $897.5K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
DB & C Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $221.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $2.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | QQQ — Invesco QQQ Trust, Series 1 | $223.5K | Top 95.7% | Residual alpha +0.73% · Residual Sharpe 0.04 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $1.9M | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by DB & C Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Business and affiliations
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
Location
355 Settlers Road, Holland, MI 49423
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 616-355-3455
- Website: dbc-advisors.com
Official record
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