Daus Financial Services, LLC
● SEC registered since 2023CRD 323054SEC# 801-127526Kalamazoo, MI
Reg. AUM
$270.5M
Employees
8
Accounts
936
Location
Kalamazoo, MI
Daus Financial Services, LLC assets under management
Daus Financial Services, LLC operates as an SEC-registered investment adviser based in Kalamazoo, MI. The firm has been registered since 2023. It reports $270.5 million in regulatory assets under management and employs 8 people.
Daus Financial Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Michael Daus Control | Owner / Financial Advisor | Over 75% | 2023 |
| Terra Marie Loew Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Daus Financial Services, LLC manage?
Daus Financial Services, LLC reports $270.5 million in regulatory assets under management on its Form ADV.
How many employees does Daus Financial Services, LLC have?
Daus Financial Services, LLC reports 8 employees.
Where is Daus Financial Services, LLC located?
Daus Financial Services, LLC is based in Kalamazoo, MI and has been SEC-registered since 2023.
Does Daus Financial Services, LLC disclose fund performance?
Daus Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 487 South Drake Road, Suite a, Kalamazoo, MI 49009 |
| Phone | (269) 321-7472 |
| Fax | (248) 886-9492 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$270.5M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$270.5Mregulatory AUM
Discretionary $0Non-discretionary $270.5M