D
Daniel Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
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.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Private / alternative investments
Fee options
$0 - <$1,000,000: 1.0% of AUM $1,000,000+: 0.7% of AUM
Performance-based fees negotiable, measured quarterly against a high-water mark, based on gains above a goal, compliant with regulations
Account minimum: $2,000,000 generally
Main office location
Daniel Capital Management, LLC
Potomac Falls VA, United States
Number of offices
1
Most active in
Daniel Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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