DANIEL KRUG & ASSOCIATES

Overview

Daniel Krug & Associates is an independent registered investment adviser founded under individual ownership and registered with the SEC in 2024. The firm serves primarily individual and family clients on a fee-for-AUM basis and combines traditional financial planning with portfolio management for individuals and small businesses. Services include selection of third‑party advisers, publication of client-facing materials, and educational seminars; the firm also operates as an insurance broker, which informs its use of annuities alongside advisory strategies. As a capital allocator, the adviser constructs portfolios that lean toward public equity exposure while selectively allocating to third‑party alternative managers, notably private credit strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices