Daniel Investment Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Royal Oak, MI. Its latest Form ADV filing, dated April 30, 2026, reports $210M in regulatory assets under management, 3 employees, and 437 accounts.
Assets Under Management
$210M
Employees
3
Offices
--
Total Clients
214
Primary office
ROYAL OAK, MI
306 S. WASHINGTON AVE., SUITE 216, ROYAL OAK, 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 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
154
2
HNWI
28.0%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of April 30, 2026
Discretionary100.0%
$210M
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.
Total AUM$210M
Total Accounts437
10Y AUM Change+$210M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
10Y Employee Change0 (0.0%)
* 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.