Daus Financial Group, LLC

Overview

Daus Financial Group, LLC is an independent SEC-registered registered investment adviser formed as an LLC that serves individual and family clients. The firm provides a mix of financial planning and discretionary portfolio management for individuals and small businesses, alongside insurance brokerage services and educational seminars. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Daus Financial Group is not positioned as a capital allocator and does not identify as an active ESG investor. The firm’s regulatory snapshot shows SEC registration in 2023 and an owner-type classified as an individual. Advisory offerings emphasize traditional planning and portfolio management rather than institutional consulting or multi-state advisory platforms.

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