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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North atlasFoundation
- Established Date
- 03-27-2023
- Office Locations
- 1
Office Locations
About Daus Financial Group, LLC
Daus Financial Group is an independent, SEC-registered fiduciary RIA providing comprehensive financial planning and ongoing wealth management, with emphasis on disciplined planning and year-round tax mitigation. The firm works with individuals across the retirement spectrum, including transition-to-retirement planning, and coordinates with CPAs and family members when needed. Known for long-term relationships (over 99% retention) and custody through Charles Schwab.
Team overview
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Owner & Executives
RYAN MICHAEL DAUS
Financial Advisor, General Partner, Owner
- CRD
- #4578850
- Ownership
- 75% or more
TERRA MARIE LOEW
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Trenden Peacock
Financial Advisor, General Partner
- CRD
- #7125133
Brendan A Sanchez
--
- CRD
- #6709050
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $270,510,000 | $289,006 |
| Total | $270,510,000 | $289,006 |
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Separately Managed Accounts
Total SMA Asset: $270,510,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,047,961,014 | 20.8% |
| Equity - Exchange | $826,276,954 | 16.4% |
| Corporate - Non-Investment Grade | $614,669,441 | 12.2% |
| Cash | $1,214,224,060 | 24.1% |
| Corporate - Investment Grade | $1,052,999,289 | 20.9% |
| U.S. Government/Agency | $282,143,350 | 5.6% |
| Total | $5,038,274,108 | 100.0% |