# Daniel Trub

> Daniel Trub is a fee-only financial advisor at Sjbenen Advisory in Durham, North Carolina. Sjbenen Advisory reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-trub/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sjbenen Advisory
- **Based in:** Durham, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $399.9M across 398 accounts
- **CRD:** 6975326 (https://adviserinfo.sec.gov/individual/summary/6975326)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.sjbenen.com

## Frequently asked questions

### Is Daniel Trub a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Sjbenen Advisory 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, Sjbenen Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Daniel Trub based?

Daniel Trub is based in Durham, North Carolina.

### Is Daniel Trub registered with the SEC?

Yes. Daniel Trub is registered as an investment adviser representative in NJ and TX (CRD 6975326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sjbenen Advisory manage?

Sjbenen Advisory reports $399.9M across 398 accounts in assets under management.

### How do I contact Daniel Trub?

Through Daniel's website, www.sjbenen.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6975326): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.