Daniels & Erickson Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 11, 2026, reports $214M in regulatory assets under management, 4 employees, and 148 accounts.
Assets Under Management
$214M
Employees
4
Offices
--
Total Clients
65
Primary office
DALLAS, TX
5323 SPRING VALLEY RD, SUITE 250, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.2% of total clients.
Top client categories% of clientsClients
1
HNWI
69.2%
45
2
Individuals
23.1%
15
3
Corporations
7.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 11, 2026
Discretionary100.0%
$214M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts148
10Y AUM Change+$85M (+66.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.