Daniel Trub
Sjbenen Advisory · Durham, North Carolina
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.
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Facts
| Firm | Sjbenen Advisory |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $399.9M across 398 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 6975326 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sjbenen.com |
How Daniel's firm compares
- Sjbenen Advisory's average account is about $1.0 million, from its Form ADV (assets managed divided by 398 accounts).
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Questions about Daniel
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.
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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