Daniels & Erickson Financial Advisors, LLC
● SEC registered since 2007CRD 119687SEC# 801-67599Dallas, TX
Reg. AUM
$213.6M
Employees
4
Accounts
148
Location
Dallas, TX
Daniels & Erickson Financial Advisors, LLC assets under management
Daniels & Erickson Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2007. It reports $213.6 million in regulatory assets under management and employs 4 people.
Daniels & Erickson Financial Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clay Donald Daniels Control | Managing Member/Vice-President/Secretary | 25-50% | 2002 |
| David Lee Nelson Control | Managing Member/President/Chief Compliance Officer | 25-50% | 2002 |
| Jonathan Frederick Erickson Control | Managing Member/Vice-President/Treasurer | 25-50% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Daniels & Erickson Financial Advisors, LLC manage?
Daniels & Erickson Financial Advisors, LLC reports $213.6 million in regulatory assets under management on its Form ADV.
How many employees does Daniels & Erickson Financial Advisors, LLC have?
Daniels & Erickson Financial Advisors, LLC reports 4 employees.
Where is Daniels & Erickson Financial Advisors, LLC located?
Daniels & Erickson Financial Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2007.
Does Daniels & Erickson Financial Advisors, LLC disclose fund performance?
Daniels & Erickson Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5323 Spring Valley Rd, Suite 250, Dallas, TX 75254 |
| Phone | 214-750-8985 |
| Fax | 214-739-6555 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$213.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$213.6Mregulatory AUM
Discretionary $213.6M