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DayMark Wealth Partners
DayMark Wealth Partners is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2022. The firm manages $5.0 billion in regulatory assets.
Overview
DayMark Wealth Partners is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2022. The firm manages $5.0 billion in regulatory assets. It has 40 employees and 21 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Frequently asked questions
What client profile does DayMark Wealth Partners typically serve?
DayMark focuses on business owners, corporate executives, and professionals in the Ohio-Kentucky-Indiana region who are approaching or navigating a liquidity event, such as the sale of a privately held company. The firm's planning emphasizes tax-aware portfolio construction and coordination with a client's existing CPA and estate attorney. Its marketing and regulatory filings position it for clients seeking a fiduciary advisor during a major financial transition rather than ongoing transactional brokerage services.
What is DayMark's geographic footprint?
The firm is headquartered in Cincinnati, Ohio, and serves clients concentrated in the greater Ohio Valley — principally Ohio, Kentucky, and Indiana. Its referral networks and client-advisor relationships are built within this tri-state corridor. There is no indication of satellite offices or a national virtual advisory practice in available public records.
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