KALAMAZOO, MICRD 323054Latest ADV February 16, 2026
Daus Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated February 16, 2026, reports $271M in regulatory assets under management, 8 employees, and 936 accounts.
Assets Under Management
$271M
Employees
8
Offices
--
Total Clients
327
Primary office
KALAMAZOO, MI
487 SOUTH DRAKE ROAD, SUITE A, KALAMAZOO, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
240
2
HNWI
26.6%
87
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of February 16, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$271M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$271M
Total Accounts936
10Y AUM Change+$271M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee41:1
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.