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DAUS FINANCIAL GROUP, LLC
Legal name: DAUS FINANCIAL SERVICES, LLC
CRD 323054File 801-127526
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$270.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $270.5M
Clients
327
936 accounts
Employees
8
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 2023
- Principal office
- 487 SOUTH DRAKE ROAD, SUITE A, KALAMAZOO, MI, 49009
- Phone
- (269) 321-7472
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $270.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $270.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 936
- Total accounts
- 936
- AUM per client
- $827K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $181.2M |
| Individuals (other than high net worth individuals) | 240 | $89.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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.