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DANIEL INVESTMENT GROUP INC.

ROYAL OAK, MI · CRD 338851 · IAPD ↗ · danielinvestment.com · 248-544-4122

$210.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — DANIEL INVESTMENT GROUP INC. now reports custody of client assets ($42.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — DANIEL INVESTMENT GROUP INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — DANIEL INVESTMENT GROUP INC. (ROYAL OAK, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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