Daniel Short
Directional Asset Management · Arlington Heights, Illinois
Daniel Short is a fee-only financial advisor at Directional Asset Management in Arlington Heights, Illinois. Directional Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Directional Asset Management |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $136.9M across 95 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2804322 |
| Exams passed | Series 63 (2018) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | seekingalpha.com/user/571743/comments |
| Profile |
How Daniel's firm compares
- Directional Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Daniel
Is Daniel Short a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Directional Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Directional Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Short based?
Daniel Short is based in Arlington Heights, Illinois.
Is Daniel Short registered with the SEC?
Yes. Daniel Short is registered as an investment adviser representative in IL and TX (CRD 2804322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Directional Asset Management manage?
Directional Asset Management reports $136.9M across 95 accounts in assets under management.
How do I contact Daniel Short?
Through Daniel's website, seekingalpha.com/user/571743/comments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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