Eric Daniel
Daniel Investment Group · Royal Oak, Michigan
Eric Daniel is a fee-only financial advisor at Daniel Investment Group in Royal Oak, Michigan. Daniel Investment Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Daniel Investment Group |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $210.1M across 437 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 2726758 |
| Exams passed | Series 63 (1996) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.danielinvestment.com |
How Eric's firm compares
- Daniel Investment Group's average account is about $481,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Eric
Is Eric Daniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Daniel Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Daniel Investment Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Daniel based?
Eric Daniel is based in Royal Oak, Michigan.
Is Eric Daniel registered with the SEC?
Yes. Eric Daniel is registered as an investment adviser representative in MI and TX (CRD 2726758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniel Investment Group manage?
Daniel Investment Group reports $210.1M across 437 accounts in assets under management.
How do I contact Eric Daniel?
Through Eric's website, www.danielinvestment.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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