# Daniel Investment Group Inc.

> Daniel Investment Group Inc. is an SEC-registered investment advisory firm in Royal Oak, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 338851
- Filed as: DANIEL INVESTMENT GROUP INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Royal Oak, MI
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338851
- AdvisorCensus page: https://advisorcensus.com/firm/daniel-investment-group-inc-royal-oak-mi-338851

## Quick answers

**How is Daniel Investment Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Daniel Investment Group Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Daniel Investment Group Inc. charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Hourly rate: $500 an hour (Wealth Management Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Daniel Investment Group Inc. located?**
Daniel Investment Group Inc.'s principal office is in Royal Oak, MI, according to its Form ADV.

**Is Daniel Investment Group Inc. registered with the SEC or a state?**
Daniel Investment Group Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338851.

**How much does Daniel Investment Group Inc. manage?**
Daniel Investment Group Inc. reports $210,062,660 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Daniel Investment Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (60).

**Which custodians does Daniel Investment Group Inc. use?**
Daniel Investment Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Daniel Investment Group Inc. 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/338851

**What changed in Daniel Investment Group Inc.'s recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Hourly rate: $500 an hour (Wealth Management Consulting)

> Wealth Management Consulting : The program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $210,062,660
- Discretionary: $210,062,660
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $65,270,552 |
| High net worth individuals | 60 | $144,792,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daniel Investment Group Inc. (CRD 338851): Form ADV filing data as of October 2026.