DKCB Financial Advisors

DKCB is a fee-only registered investment adviser. This means it charges clients a percentage of assets under management or a fixed retainer, rather than receiving commissions from product sales. The structure removes transaction-linked incentives from the advisory relationship.

No. DKCB does not operate a proprietary investment fund. The firm allocates client capital to external managers and directly managed accounts. This avoids the structural conflict that emerges when an adviser also serves as a fund manager.

DKCB has not published a public minimum. Based on its SEC registration as a boutique adviser serving high-net-worth individuals and families, the firm likely sets minimums in the seven-figure range, but no specific threshold has been disclosed in public filings.

DKCB describes a network-driven sourcing model, selecting external managers through professional relationships rather than public databases or quantitative screens. The firm's New York base places it within direct reach of a wide universe of alternative and institutional managers.

David K. Chan, as founder and managing partner, has final authority over all investment recommendations and portfolio allocations. The firm's SEC filing does not list any additional investment committee members.