# Daniel Zuckerman

> Daniel Zuckerman is a fee-only financial advisor at Zuckerman Investment Group in Chicago, Illinois, who holds the CFA credential. Daniel focuses on family wealth transfer. Zuckerman Investment Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-zuckerman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zuckerman Investment Group
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.17B across 1,463 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families, Founders, Executives, Early-career professionals
- **CRD:** 5057006 (https://adviserinfo.sec.gov/individual/summary/5057006)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://zuckermaninvestmentgroup.com

## Frequently asked questions

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

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

### Where is Daniel Zuckerman based?

Daniel Zuckerman is based in Chicago, Illinois.

### What does Daniel specialize in?

Daniel's specialties include family wealth transfer. Daniel works with multi-generational families, founders, executives and early-career professionals.

### What credentials does Daniel Zuckerman hold?

Daniel Zuckerman holds the CFA credential.

### Is Daniel Zuckerman registered with the SEC?

Yes. Daniel Zuckerman is registered as an investment adviser representative in IL (CRD 5057006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zuckerman Investment Group manage?

Zuckerman Investment Group reports $2.17B across 1,463 accounts in assets under management.

### How do I contact Daniel Zuckerman?

Through Daniel's website, zuckermaninvestmentgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5057006): 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
- The firm's website (https://zuckermaninvestmentgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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