$225.3M Total AUM
$203.6K Disc. AUM
6.9% 3Y CAGR
1 Employees
33 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 05-24-2011
- Office Locations
- 1
Office Locations
923 Saint Vincent Avenue Suite B Santa Barbara CA
About Daniel Investment Associates, LLC
Daniel Investment Associates, LLC is a Santa Barbara, CA wealth management firm providing clear, direct guidance and portfolio management for families, individuals, and private foundations. The practice emphasizes asset allocation and portfolio construction using public equity, ETFs, and mutual funds. Founder-led, single-advisor boutique; custodied with Charles Schwab.
Team overview
-- AVG AGE
$225.3M AVG AUM / ADVISOR
$6.8M AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Zenith
Custodian
Frontier insight
Investment Themes
Signal
Investment Vehicles
Vector
Services
Optima momentum
Technology
Optima ridge
Owner & Executives
G
GREGORY DANIEL VAN WYK
Chief Compliance Officer, Executive Vice President, FOUNDER, INVESTMENT MANAGER, Manager, Principal
- CRD
- #4603281
- Ownership
- 75% or more
(988) 559-8026
alpha.alpha@primecapital.com
in linkedin.com/in/eagle-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,617 | $203,617 |
| Non-Discretionary | $225,049,499 | $7,032,797 |
| Total | $225,253,116 | $6,825,852 |
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Separately Managed Accounts
Total SMA Asset: $225,253,116
Other:
4.8% Equity - Exchange:
7.3% Private Funds:
24.7% Cash:
6.3% Equity - OTC:
23.9% Public Funds:
19.2% Corporate - Investment Grade:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $203,079,506 | 4.8% |
| Equity - Exchange | $308,850,082 | 7.3% |
| Private Funds | $1,045,013,290 | 24.7% |
| Cash | $266,541,851 | 6.3% |
| Equity - OTC | $1,011,166,706 | 23.9% |
| Public Funds | $812,318,023 | 19.2% |
| Corporate - Investment Grade | $583,853,578 | 13.8% |
| Total | $4,230,823,036 | 100.0% |