DANIEL INVESTMENT GROUP INC.

Overview

Daniel Investment Group Inc. is an independent, SEC-registered registered investment adviser that operates as a corporation and is owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Advisory capabilities listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not identified as an active ESG investor and does not claim multi-state adviser status. Its SEC registration is recent (2025). As a capital allocator, Daniel Investment Group Inc. incorporates third-party alternative managers into client portfolios alongside traditional vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives