# Daniel Investments, Inc.

> Daniel Investments, Inc. is a state-registered investment advisory firm in Troy, MI, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 124444
- Filed as: DANIEL INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124444
- AdvisorCensus page: https://advisorcensus.com/firm/daniel-investments-inc-troy-mi-124444

## Quick answers

**How is Daniel Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Daniel Investments, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Daniel Investments, Inc. located?**
Daniel Investments, Inc.'s principal office is in Troy, MI, according to its Form ADV.

**Is Daniel Investments, Inc. registered with the SEC or a state?**
Daniel Investments, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 124444.

**How much does Daniel Investments, Inc. manage?**
Daniel Investments, Inc. reports $60,671,042 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Daniel Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (6); charitable organizations (1).

**Does Daniel Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124444

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,671,042
- Discretionary: $60,671,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $8,571,031 |
| High net worth individuals | 6 | $51,594,730 |
| Charitable organizations | 1 | $505,281 |

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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- danielinvestments.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daniel Investments, Inc. (CRD 124444): Form ADV filing data as of October 2026.