Daley Capital, Inc

Overview

Daley Capital operates as a small, independent registered investment adviser focused on serving individual and family clients. The firm emphasizes equity exposure, using exchange-traded equities as its primary building block for client portfolios. Services center on financial planning and portfolio management for individuals and small businesses, and the firm also functions as an insurance broker — integrating insurance and annuity solutions into client plans where appropriate. The adviser uses a mix of fee arrangements (a percentage of AUM, hourly fees and fixed fees), which supports both ongoing portfolio management engagements and project-based planning work. Daley Capital manages client assets on a discretionary basis and does not present itself as a capital allocator running dedicated private funds or allocating meaningfully to third‑party alternative fund managers.

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Public Holdings

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Location & Offices