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DAI ADVISORS

MENLO PARK, CA · CRD 300332 · IAPD ↗ · daiadvisors.com · 510-709-7543

$329.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
February 2026 — DAI ADVISORS reported RAUM up 35% ($244.4M -> $329.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2025 — DAI ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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