Investment adviser · CRD 145851

DEMARCHE

Investment adviser filing (IA)

DISCRETIONARY MANAGEMENT SERVICES, LLC

OVERLAND PARK, KS, United States · Form ADV filed Mar 2, 2026

Regulatory AUM: $228M
Client accounts: 16
Employees: 22
Advisory professionals: 16

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	10	$118,642,875	51.9%
Charities	Fewer than 5	$95,470,226	41.8%
Pooled investment vehicles	1	$7,775,655	3.4%
Retirement plans	Fewer than 5	$6,537,641	2.9%

Filing source

Form ADV 2061608 · Mar 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

DMS GLOBAL TACTICAL ASSET ALLOCATION FUND, LLCOther Private Fund · Last reported Mar 2, 2026$7.78MGross asset value

Form D fundraising filings

DMS Global Tactical Asset Allocation Fund LLC

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DAVID LUNDGREN & CO. CPA'S CHTD. OLATHE, Kansas, United States

Custodian NATIONAL ADVISORS TRUST COMPANY, FSB OVERLAND PARK, Kansas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DAVID LUNDGREN & CO. CPA'S CHTD.
PCAOB 6075

Fund details & source

Fund ID: 805-1447926228
Reported beneficial owners: 6
Minimum commitment: $1M
Form D file number: 021-197099

Form ADV 2061608 · Mar 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 2, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

10975 GRANDVIEW DRIVE, SUITE 500
OVERLAND PARK, KS, 66210-1564, United States

CRD 145851

Filing source

Form ADV 2061608 · Mar 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.