Fee-only adviser · Troy, MI
Daniel Investments, Inc.
Daniel Investments, Inc. is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Troy, Michigan. On its latest Form ADV, filed March 30, 2026, it reports $61M in regulatory assets under management, 49 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 124444 |
| Office | 755 W. Big Beaver Road Suite 2020 Troy, MI 48084 |
| Phone | (248) 723-0901 |
| Website | www.danielinvestments.net |
| Regulatory assets under management | $61M |
| Individual clients | 43 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Troy
- William Mack & Associates Inc $1.0B
- Spectrum Financial Resources $235M
- Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, L $513M
- Vertrix Wealth Management, LLC $343M
- J2 Capital Management, Inc. $196M
- Baron Wealth Management, LLC $847M
See all 21 fee-only advisers in Troy →
Nearby
- Clawson 1 firm
- Birmingham 10 firms
- Bloomfield Hills 23 firms
- Lathrup Village 1 firm
- Royal Oak 6 firms
- Bingham Farms 2 firms
- Southfield 6 firms
- Rochester Hills 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Daniel Investments, Inc.? Update this listing.