Daniel Shub has been Chief Executive Officer/Chief Compliance Officer/Managing Member of Octo Capital since June 2013, is a control person of the firm and directly owns 75% or more of it.
Octo Capital, LLC is a Bingham Farms, MI firm with $165M under management, 136 clients and 1 adviser in one office, as of its February 2026 filing.
Daniel Shub is Principal of Octo Capital, based in Bingham Farms, Michigan. He founded the firm in 2015, which provides investment management and financial planning to families and individuals on a flat-fee basis. He has over 25 years in the financial industry and works with a small, limited group of clients.
Daniel Shub’s longest registration is the current one, 11 years at Octo Capital since 2015. Before joining Octo Capital in 2015, Daniel Shub was registered through Global Financial Private Capital, LLC.
- Octo Capital, LLCCurrent– present · 11 yearsBingham Farms, MI · Adviser representative · Firm CRD 174351
- Global Financial Private Capital, LLC– · 1 yearTroy, MI · Adviser representative · Firm CRD 132070
Professional designations
Listed by Octo Capital
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Daniel Shub is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2015; the most recent is Texas, in September 2023.
- MichiganSince 23 February 2015
- TexasResidentSince 20 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Daniel B Shub
- CRD
- 4148417
- Firm
- Octo Capital · CRD 174351
- Role
- Chief Executive Officer/Chief Compliance Officer/Managing Member
- Office
- 31600 TELEGRAPH ROAD, SUITE 200, Bingham Farms, MI 48025
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- octo-capital.com
Where does Daniel Shub work?
Daniel Shub has been Chief Executive Officer/Chief Compliance Officer/Managing Member of Octo Capital, LLC since June 2013, and is a control person of the firm.
Is Daniel Shub a financial advisor?
Yes. Daniel Shub has a current investment-adviser registration in Michigan and Texas, through Octo Capital since February 2015.
How many years of experience does Daniel Shub have?
Daniel Shub has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Daniel Shub passed?
Daniel Shub has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in June 2000.
Where is Daniel Shub based?
Daniel Shub’s registered office is in Bingham Farms, MI.
Is Daniel Shub registered with FINRA?
No. Daniel Shub has no current broker registration.
How can I verify Daniel Shub’s record?
Search CRD 4148417 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Shub’s full registration record.