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DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD 119687File 801-67599
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.6M
Below cohort median (national)
Discretionary AUM
$213.6M
Clients
65
148 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 12, 2007
- Principal office
- 5323 SPRING VALLEY RD, SUITE 250, DALLAS, TX, 75254
- Phone
- 214-750-8985
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.6M
- Discretionary AUM
- $213.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 148
- Non-discretionary accounts
- 0
- Total accounts
- 148
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $15.8M |
| High net worth individuals | 45 | $190.9M |
| Individuals (other than high net worth individuals) | 15 | $6.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.