{
  "crd_number": 298532,
  "slug": "daniel-krug-and-associates-clarkston-mi-298532",
  "primary_business_name": "DANIEL KRUG & ASSOCIATES",
  "legal_name": "DANIEL KRUG & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Clarkston",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-27",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 145104606.0,
  "raum_discretionary": 145104606.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 44034884.0,
      "count": 137
    },
    "high_net_worth_individuals": {
      "raum": 101069722.0,
      "count": 55
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/mydkna",
    "https://linkedin/danielkrugandassociates",
    "https://mydkna.com",
    "https://truthsocial.com/@mydkna",
    "https://x.com/mydkna",
    "https://youtube.com/channel/UCKCyC-IHRkVSbuqFbODP13Q"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298532",
  "city_as_filed": "CLARKSTON",
  "url": "https://advisorcensus.com/firm/daniel-krug-and-associates-clarkston-mi-298532",
  "display_name": "Daniel Krug & Associates",
  "summary": "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.",
  "citation": "AdvisorCensus. Daniel Krug & Associates (CRD 298532): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Daniel Krug & Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Daniel Krug & Associates reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Daniel Krug & Associates charge?",
      "a": "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."
    },
    {
      "q": "Where is Daniel Krug & Associates located?",
      "a": "Daniel Krug & Associates' principal office is in Clarkston, MI, according to its Form ADV."
    },
    {
      "q": "Is Daniel Krug & Associates registered with the SEC or a state?",
      "a": "Daniel Krug & Associates is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 298532."
    },
    {
      "q": "How much does Daniel Krug & Associates manage?",
      "a": "Daniel Krug & Associates reports $145,104,606 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Daniel Krug & Associates' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Daniel Krug & Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Daniel Krug & Associates use?",
      "a": "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."
    },
    {
      "q": "Does Daniel Krug & Associates report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Daniel Krug & Associates state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Daniel Krug & Associates' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $130,938,459 to $145,104,606 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 116610899.0,
      "total_employees": 6,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 130938459.0,
      "total_employees": 6,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 145104606.0,
      "total_employees": 7,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $130,938,459 to $145,104,606 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "$1 to $250,000",
        "rate": "1.4%"
      },
      {
        "band": "$250,001 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,001 to $2,000,000",
        "rate": "0.95%"
      },
      {
        "band": "$2,000,001 to $5,000,000",
        "rate": "0.65%"
      },
      {
        "band": "Above $5,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "$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"
        ],
        "quotes": [
          "Daniel Krug & Associates’ standard fee schedule is as follows.\n\nAssets Under Management Annual Fees \nFirst $1.00 - $250,000 1.40% \nNext $250,001 - $1,000,000 1.25% \nNext $1,000,001 - $2,000,000 .95% \nNext $2,000,001 - $5,000,000 .65% \nNext $5,000,001 and up Negotiable"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 1.0,
          "max": 250000.0,
          "rate_pct": 1.4
        },
        {
          "min": 250001.0,
          "max": 1000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 1000001.0,
          "max": 2000000.0,
          "rate_pct": 0.95
        },
        {
          "min": 2000001.0,
          "max": 5000000.0,
          "rate_pct": 0.65
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Daniel Krug & Associates’ standard fee schedule is as follows.\n\nAssets Under Management Annual Fees \nFirst $1.00 - $250,000 1.40% \nNext $250,001 - $1,000,000 1.25% \nNext $1,000,001 - $2,000,000 .95% \nNext $2,000,001 - $5,000,000 .65% \nNext $5,000,001 and up Negotiable",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/daniel-krug-and-associates-clarkston-mi-298532.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 137,
      "fewer_than_5": false,
      "raum": 44034884.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 101069722.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298532",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}