DANIEL INVESTMENT ASSOCIATES, LLC

Overview

Daniel Investment Associates, LLC is a small, fee-based registered investment adviser focused on portfolio management for individuals and small businesses. The firm, structured as a limited liability company and SEC-registered since 2013, manages a concentrated book of high-net-worth clients and takes a largely advisory, non-discretionary role with the majority of client assets. Its stated business model charges a percentage of assets under management and it does not position itself as a capital allocator or ESG specialist. Investment activity shows a mix of traditional and private-market exposure. The firm relies on mutual funds and corporate debt for public market allocation and uses third-party private placement managers when pursuing alternatives. The prominence of non-discretionary mandates and a large “Other” asset bucket in its reported SMA mix suggests client-directed solutions and allocations that fall outside conventional equity/fixed-income classifications.

Assets & Accounts

Investments & Alternatives

Location & Offices