DANIEL INVESTMENT ASSOCIATES, LLC
SEC RegisteredClear direct guidance
About the firm
Daniel helps several families, private foundations and individuals invest and manage their wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing and managing wealth
Who they serve
Families, private foundations, and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 28 | $185M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First tier | 1.00% |
| Second tier | 0.80% |
| Third tier | 0.40% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DANIEL INVESTMENT ASSOCIATES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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