David Clark
DMC Wealth Management · Birmingham, Alabama
David Clark is a fee-only financial advisor at DMC Wealth Management in Birmingham, Alabama, who holds the CFP credential. DMC Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DMC Wealth Management |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65.9M across 150 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 2808694 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.dmcwealthmanagement.com |
How David's firm compares
- DMC Wealth Management's average account is about $439,000, from its Form ADV (assets managed divided by 150 accounts).
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Questions about David
Is David Clark a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and DMC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, DMC Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Clark based?
David Clark is based in Birmingham, Alabama.
What credentials does David Clark hold?
David Clark holds the CFP credential.
Is David Clark registered with the SEC?
Yes. David Clark is registered as an investment adviser representative in AL (CRD 2808694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does DMC Wealth Management manage?
DMC Wealth Management reports $65.9M across 150 accounts in assets under management.
How do I contact David Clark?
Through David's website, www.dmcwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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