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DANIEL INVESTMENT ASSOCIATES, LLC

SANTA BARBARA, CA · CRD 157284 · IAPD ↗ · diasocal.com · 805-845-7724

$225.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
December 2025 — DANIEL INVESTMENT ASSOCIATES, LLC changed its website from diasb.com to diasocal.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.