DAUS FINANCIAL GROUP, LLC

Overview

Daus Financial Group, LLC is an independent registered investment adviser that registers with the SEC as of 2023 and is owned by an individual. The firm focuses on serving individual and family clients and provides a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as an insurance broker, which informs its use of insurance products alongside advisory mandates. Advisory relationships are largely non‑discretionary, meaning clients retain decision authority and the firm provides recommendations and planning guidance. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees are all used depending on client needs. The firm does not position itself as an ESG investor, is not a pension consultant, and does not act as a capital allocator to private funds on its own balance sheet.

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Location & Offices