AdvisorCensus / Financial advisors / Michigan / Detroit / Daniel Krug & Associates
Daniel Krug & Associates
Filed as DANIEL KRUG & ASSOCIATES · Legal name Daniel Krug & Associates, Inc.
Daniel Krug & Associates is an SEC-registered investment advisory firm in Clarkston, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Daniel Krug & Associates compensated?
On its Form ADV (Item 5.E, October 2026), Daniel Krug & Associates reports these compensation arrangements: a percentage of assets under its management.
What does Daniel Krug & Associates' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: $1 to $250,000: 1.4% a year; $250,001 to $1,000,000: 1.25% a year; $1,000,001 to $2,000,000: 0.95% a year; $2,000,001 to $5,000,000: 0.65% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Daniel Krug & Associates located?
Daniel Krug & Associates' principal office is in Clarkston, MI, according to its Form ADV.
Is Daniel Krug & Associates registered with the SEC or a state?
Daniel Krug & Associates is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298532.
How much does Daniel Krug & Associates manage?
Daniel Krug & Associates reports $145,104,606 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Daniel Krug & Associates' assets and staff changed since 2024?
In the Form ADV data for Daniel Krug & Associates: Regulatory assets under management: $116,610,899 in the October 2024 data and $145,104,606 in the October 2026 data, up 24%. Total employees: 6 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Daniel Krug & Associates serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (55).
Which custodians does Daniel Krug & Associates use?
Daniel Krug & Associates' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.
Does Daniel Krug & Associates 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/298532
Does Daniel Krug & Associates state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "In general, we require a minimum of $500,000.00 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Daniel Krug & Associates' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $130,938,459 to $145,104,606 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| $1 to $250,000 | 1.4% |
| $250,001 to $1,000,000 | 1.25% |
| $1,000,001 to $2,000,000 | 0.95% |
| $2,000,001 to $5,000,000 | 0.65% |
| Above $5,000,000 | See the brochure |
The brochure's wording
Daniel Krug & Associates’ standard fee schedule is as follows. Assets Under Management Annual Fees First $1.00 - $250,000 1.40% Next $250,001 - $1,000,000 1.25% Next $1,000,001 - $2,000,000 .95% Next $2,000,001 - $5,000,000 .65% Next $5,000,001 and up Negotiable
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $500,000.00 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$145,104,606 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Daniel Krug & Associates, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 7. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $145,104,606 | 7 | March 25, 2026 |
| October 2025 | $130,938,459 | 6 | March 21, 2025 |
| October 2024 | $116,610,899 | 6 | May 30, 2024 |
Regulatory assets under management: $116,610,899 in the October 2024 data and $145,104,606 in the October 2026 data, up 24%.
Total employees: 6 in October 2024 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $130,938,459 to $145,104,606 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Daniel Krug & Associates (CRD 298532): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/daniel-krug-and-associates-clarkston-mi-298532