# Daniel Krug & Associates

> 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.

- CRD: 298532
- Filed as: DANIEL KRUG & ASSOCIATES
- Legal name: Daniel Krug & Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clarkston, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298532
- AdvisorCensus page: https://advisorcensus.com/firm/daniel-krug-and-associates-clarkston-mi-298532

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- $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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company 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: $145,104,606
- Discretionary: $145,104,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $44,034,884 |
| High net worth individuals | 55 | $101,069,722 |

### 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linkedin/danielkrugandassociates
- mydkna.com
- truthsocial.com/@mydkna
- LinkedIn @mydkna
- X @mydkna
- YouTube @UCKCyC-IHRkVSbuqFbODP13Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $116,610,899 | 6 | May 30, 2024 |
| October 2025 | $130,938,459 | 6 | March 21, 2025 |
| October 2026 | $145,104,606 | 7 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $130,938,459 to $145,104,606 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daniel Krug & Associates (CRD 298532): Form ADV filing data as of October 2026.