{"url":"https://nivawealth.com/firms/daniel-investment-group-338851","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338851","regulatoryAum":210062660,"crd":"338851","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2726758","suffix":null,"lastName":"DANIEL","firstName":"ERIC","middleName":"JAMES"},{"crd":"2269749","suffix":null,"lastName":"DANIEL","firstName":"NICHOLAS","middleName":"EDWARD"},{"crd":"8156528","suffix":null,"lastName":"Jamieson","firstName":"Miles","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134764","legalName":"Daniel Investment Group Inc.","displayName":"Daniel Investment Group","slug":"daniel-investment-group-338851","website":"https://danielinvestment.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1997","organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"306 S. Washington Ave., Suite 216","city":"Royal Oak","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48067"},"tradeNames":[],"registration":{"secApproved":"21 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":981601.214953271,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":210062660,"discretionary":210062660,"discretionaryAccounts":437,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":154,"regulatoryAum":65270552},{"label":"High-net-worth individuals","clients":60,"regulatoryAum":144792108}],"feePrograms":[{"role":"main","program":"Asset Management Program","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043417","versionId":1043417,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-30","documentName":"DANIEL INVESTMENT GROUP ADV 2A 2.6.2026","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Retirement Plan Consulting","summary":"Annual fee on assets under advisement, a flat fee, or an hourly rate not to exceed $500; negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043417","versionId":1043417,"submittedOn":"2026-04-30","documentName":"DANIEL INVESTMENT GROUP ADV 2A 2.6.2026"},{"role":"other","program":"Wealth Management Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043417","versionId":1043417,"submittedOn":"2026-04-30","documentName":"DANIEL INVESTMENT GROUP ADV 2A 2.6.2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T18:10:37.950746+00:00","documents":[{"name":"DANIEL INVESTMENT GROUP ADV 2A 2.6.2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043417","versionId":1043417,"submittedOn":"2026-04-30"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":210062660}],"custodyNote":"Daniel Investment Group has custody of $42.9M in client assets for 23 clients.","otherCustodians":[],"leadership":[{"name":"Nicholas Daniel","title":"President","crd":"2269749"},{"name":"Eric Daniel","title":"Vice President, CCO","crd":"2726758"}],"ownership":[{"label":"Nicholas Daniel","detail":"President in the 50% to 75% ownership band and a control person, since September 2025."},{"label":"Eric Daniel","detail":"Vice president, cco in the 50% to 75% ownership band and a control person, since September 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"306 S. Washington Ave., Suite 216","city":"Royal Oak","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-544-4122","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":67},{"label":"U.S. government/agency bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":17},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338851/PDF/338851.pdf","brochureDate":"30 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043417","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Daniel Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Daniel Investment Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Daniel Investment Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Daniel Investment Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Daniel Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Daniel Investment Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Daniel Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Daniel Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Daniel Investment Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/daniel-investment-group-338851/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2144243/000214424326000001/0002144243-26-000001-index.html","totalValue":168902482,"positionCount":33,"top10Share":0.8825617553684024,"top10":[{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":95414927,"shares":190681,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":10522279,"shares":125639,"shareType":"SH"},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":10011735,"shares":235072,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":7170606,"shares":21906,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":5619231,"shares":23748,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4724214,"shares":13371,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":4500688,"shares":21153,"shareType":"SH"},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":4104247,"shares":2101,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":3554225,"shares":11725,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3444719,"shares":11905,"shareType":"SH"}],"positionsListed":33,"positions":[{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":95414927,"shares":190681,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":10522279,"shares":125639,"shareType":"SH"},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":10011735,"shares":235072,"shareType":"SH"},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":7170606,"shares":21906,"shareType":"SH"},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":5619231,"shares":23748,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4724214,"shares":13371,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":4500688,"shares":21153,"shareType":"SH"},{"issuer":"MARKEL GROUP INC","titleOfClass":"COM","cusip":"570535104","value":4104247,"shares":2101,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":3554225,"shares":11725,"shareType":"SH"},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":3444719,"shares":11905,"shareType":"SH"},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"INTL DVD ETF","cusip":"921946810","value":3090506,"shares":33096,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":2679194,"shares":33253,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":2298125,"shares":38501,"shareType":"SH"},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL A","cusip":"084670108","value":2246550,"shares":3,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":1362804,"shares":5718,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":1300812,"shares":1894,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":990273,"shares":2771,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":669752,"shares":1189,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":633577,"shares":1699,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MIDCAP 400","cusip":"46137V225","value":569481,"shares":4375,"shareType":"SH"},{"issuer":"SUN CMNTYS INC","titleOfClass":"COM","cusip":"866674104","value":503142,"shares":4196,"shareType":"SH"},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":475880,"shares":2000,"shareType":"SH"},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":431757,"shares":2158,"shareType":"SH"},{"issuer":"PROGRESSIVE CORP","titleOfClass":"COM","cusip":"743315103","value":415841,"shares":1904,"shareType":"SH"},{"issuer":"CMS ENERGY CORP","titleOfClass":"COM","cusip":"125896100","value":384872,"shares":5031,"shareType":"SH"},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":326384,"shares":3391,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":309259,"shares":1419,"shareType":"SH"},{"issuer":"FLAGSTAR BANK NATIONAL ASSOC","titleOfClass":"COM NEW","cusip":"649445400","value":306853,"shares":20539,"shareType":"SH"},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":305899,"shares":327,"shareType":"SH"},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"TT WRLD ST ETF","cusip":"922042742","value":230717,"shares":1470,"shareType":"SH"},{"issuer":"FORD MTR CO","titleOfClass":"COM","cusip":"345370860","value":169816,"shares":12217,"shareType":"SH"},{"issuer":"KOPIN CORP","titleOfClass":"COM","cusip":"500600101","value":129920,"shares":29000,"shareType":"SH"},{"issuer":"MILESTONE SCIENTIFIC INC","titleOfClass":"COM NEW","cusip":"59935P209","value":4197,"shares":13076,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}