Mark Adams
The DBS Companies · Bloomington, Indiana
Mark Adams is a fee-only financial advisor at The DBS Companies in Bloomington, Indiana, who holds the CFP credential. Mark focuses on physicians & residents, retirement planning and student loans. The DBS Companies reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
Facts
| Firm | The DBS Companies |
|---|---|
| Based in | Bloomington, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $280.2M across 973 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 5706583 |
| Exams passed | Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedbscompanies.com |
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Questions about Mark
Is Mark Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and The DBS Companies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, The DBS Companies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Adams based?
Mark Adams is based in Bloomington, Indiana.
What does Mark specialize in?
Mark's specialties include physicians & residents, retirement planning, student loans and small business owners. Mark works with physicians and retirees.
What credentials does Mark Adams hold?
Mark Adams holds the CFP credential.
Is Mark Adams registered with the SEC?
Yes. Mark Adams is registered as an investment adviser representative in IN (CRD 5706583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The DBS Companies manage?
The DBS Companies reports $280.2M across 973 accounts in assets under management.
How do I contact Mark Adams?
Through Mark's website, www.thedbscompanies.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
- The DBS Companies website : specialties, clients served, and fees, checked October 30, 2026
- 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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