# DAI Advisors

> DAI Advisors is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 300332
- Filed as: DAI ADVISORS
- Legal name: Dependable Alternative Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300332
- AdvisorCensus page: https://advisorcensus.com/firm/dai-advisors-menlo-park-ca-300332

## Quick answers

**How is DAI Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), DAI Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is DAI Advisors located?**
DAI Advisors' principal office is in Menlo Park, CA, according to its Form ADV.

**Is DAI Advisors registered with the SEC or a state?**
DAI Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 300332.

**How much does DAI Advisors manage?**
DAI Advisors reports $329,640,421 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (20% discretionary).

**How have DAI Advisors' assets and staff changed since 2021?**
In the Form ADV data for DAI Advisors: Regulatory assets under management: $61,370,752 in the October 2021 data and $329,640,421 in the October 2026 data, up 437%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DAI Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (285).

**Which custodians does DAI Advisors use?**
DAI Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does DAI Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300332

**What changed in DAI Advisors' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $244,444,852 to $329,640,421 (+35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $329,640,421
- Discretionary: $66,684,098
- Non-discretionary: $262,956,323

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 285 | $329,640,421 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- daiadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $61,370,752 | 1 | July 16, 2021 |
| October 2022 | $102,136,855 | 1 | February 7, 2022 |
| October 2023 | $217,802,316 | 1 | February 7, 2023 |
| October 2024 | $270,819,537 | 1 | February 5, 2024 |
| October 2025 | $244,444,852 | 1 | February 7, 2025 |
| October 2026 | $329,640,421 | 1 | January 13, 2026 |

Regulatory assets under management: $61,370,752 in the October 2021 data and $329,640,421 in the October 2026 data, up 437%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $244,444,852 to $329,640,421 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DAI Advisors (CRD 300332): Form ADV filing data as of October 2026.