Daniel Investment Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, and insurance.
Daniel Investment Group reports 214 clients. They include 154 individual clients and 60 high-net-worth individuals. Of its assets, 100.0% ($210M across 437 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 31% |
| High-net-worth individuals | 28% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 154 | $65.3M | 31.1% | $424K |
| High-net-worth individuals | 60 | $145M | 68.9% | $2.41M |
| Total | 214 | $210M | 100% | $982K |
- Clients
- 154
- Regulatory AUM
- $65.3M
- AUM share
- 31.1%
- Avg. per client
- $424K
- Clients
- 60
- Regulatory AUM
- $145M
- AUM share
- 68.9%
- Avg. per client
- $2.41M
Total
- Clients
- 214
- Regulatory AUM
- $210M
- AUM share
- 100%
- Avg. per client
- $982K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Daniel Investment Group charges up to 2.00% a year for its Asset Management Program. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Consulting
- Annual fee on assets under advisement, a flat fee, or an hourly rate not to exceed $500; negotiable.
- Wealth Management Consulting
- Annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500; negotiable, and may be paid in advance or in arrears.
Nicholas Daniel owns 50% to 75% of Daniel Investment Group. The leadership team of Daniel Investment Group includes President Nicholas Daniel. It has 3 employees.
Leadership
Nicholas DanielPresident
Eric DanielVice President, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Daniel Investment Group Inc.
Nicholas Daniel
Control person · since September 2025
- Owns 50% to 75% of Daniel Investment Group Inc.
Eric Daniel
Control person · since September 2025
Besides its headquarters, Daniel Investment Group has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 306 S. Washington Ave., Suite 216, Royal OakHQ
Contact and registration details
- Legal name
- Daniel Investment Group Inc.
- Headquarters
- 306 S. Washington Ave., Suite 216, Royal Oak, MI 48067
- Website
- danielinvestment.com
- Phone
- 248-544-4122
- SEC file
- 801-134764
- Founded
- 1997
- Structure
- Michigan corporation
- Fiscal year end
- December
Daniel Investment Group uses Fidelity ($210M) as custodian for its separately managed accounts. Daniel Investment Group has custody of $42.9M in client assets for 23 clients.
- FidelityNational Financial Services LLC · Boston, MA · $210M100%
At year end, Daniel Investment Group’s separately managed accounts were mostly in stocks (67%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $169M across 33 positions; the largest are Berkshire Hathaway Inc. Del (56.5%), Vanguard Intl Equity Index F (6.2%) and Brookfield Corp. (5.9%).
What the accounts hold
- Stocks67%
- Funds17%
- Bonds3%
- Cash13%
Reported 13F holdings
- $169M
- Reported 13F value
- 33
- Positions
- 88.3%
- In the 10 largest
- —
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New56.5%
- Vanguard Intl Equity Index F · Allwrld EX US6.2%
- Brookfield Corp. · CL A Ltd VT SH5.9%
- JPMORGAN Chase & CO4.2%
- Vanguard Specialized Funds · Div App ETF3.3%
- Alphabet Inc. · Cap Stk CL C2.8%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.7%
- Markel Group Inc.2.4%
- Vanguard Index Fds · Small CP ETF2.1%
- Apple Inc.2.0%
Together, the ten largest are 88.3% of reported value.
How many clients does Daniel Investment Group have?
Daniel Investment Group has 214 clients and manages $210 million for them, as of April 2026. They include 154 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Daniel Investment Group offer?
Daniel Investment Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Daniel Investment Group charge?
Daniel Investment Group charges up to 2.00% a year for its Asset Management Program. The fee is billed in advance and is negotiable.
Source: DANIEL INVESTMENT GROUP ADV 2A 2.6.2026, filed 30 April 2026
Which custodians does Daniel Investment Group use?
Daniel Investment Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $210M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Daniel Investment Group have?
Daniel Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Daniel Investment Group invest in?
At the end of its last fiscal year, Daniel Investment Group’s separately managed accounts held 67% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Daniel Investment Group?
Daniel Investment Group’s direct owners are Nicholas Daniel (50% to 75%) and Eric Daniel (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Daniel Investment Group get paid?
Daniel Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Daniel Investment Group?
Daniel Investment Group’s main office is at 306 S. Washington Ave., Suite 216, Royal Oak, MI 48067. Its phone number is 248-544-4122. Its website is danielinvestment.com.