Nicholas Daniel
Columbus Wealth Management · Dublin, Ohio
Nicholas Daniel is a fee-only financial advisor at Columbus Wealth Management in Dublin, Ohio. Columbus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Columbus Wealth Management |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.0M across 119 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 7141398 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cbuswm.com |
How Nicholas's firm compares
- Columbus Wealth Management's average account is about $302,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Nicholas
Is Nicholas Daniel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Columbus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, Columbus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Daniel based?
Nicholas Daniel is based in Dublin, Ohio.
Is Nicholas Daniel registered with the SEC?
Yes. Nicholas Daniel is registered as an investment adviser representative in OH and TX (CRD 7141398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Columbus Wealth Management manage?
Columbus Wealth Management reports $36.0M across 119 accounts in assets under management.
How do I contact Nicholas Daniel?
Through Nicholas's website, www.cbuswm.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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