A complete list of active advisors currently associated with Daniel Capital Management, LLC

Warmer can help you find a great advisor at Daniel Capital Management, LLC or one who fits your needs even better.

The firm provides investment advisory services to high-net-worth individuals, municipal entities, other investment advisers and nonprofit clients, and generally seeks accounts of $2 million or more while making exceptions for some nonprofits. The brochure shows the firm reported $0 in assets under management and no discretionary assets as of September 15, 2025. Daniel Capital Management pursues absolute returns by investing across multiple asset classes and by applying a combination of macro, micro and quantitative analysis; it dynamically adjusts allocations rather than tracking a fixed benchmark. The firm may use hedging, derivatives and illiquid securities as part of its strategies and employs negotiable percentage-of-assets and performance-based fee arrangements. The principal has a long record of advising pensions and endowments dating to 1996 and also serves as an investment officer for an unrelated private family office, a relationship disclosed as a potential operational consideration. The firm states it does not accept compensation from product vendors, generally manages execution in a brokerage-agnostic manner while encouraging common brokerages to facilitate pooled execution, and does not accept proxy voting authority for client securities.

To learn more about the advisors currently working at Daniel Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.