Daniel Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to high-net-worth individuals, municipal entities, other investment advisers and nonprofit clients, and generally seeks accounts of $2 million or more while making exceptions for some nonprofits. The brochure shows the firm reported $0 in assets under management and no discretionary assets as of September 15, 2025.
Daniel Capital Management pursues absolute returns by investing across multiple asset classes and by applying a combination of macro, micro and quantitative analysis; it dynamically adjusts allocations rather than tracking a fixed benchmark. The firm may use hedging, derivatives and illiquid securities as part of its strategies and employs negotiable percentage-of-assets and performance-based fee arrangements.
The principal has a long record of advising pensions and endowments dating to 1996 and also serves as an investment officer for an unrelated private family office, a relationship disclosed as a potential operational consideration. The firm states it does not accept compensation from product vendors, generally manages execution in a brokerage-agnostic manner while encouraging common brokerages to facilitate pooled execution, and does not accept proxy voting authority for client securities.
Client services
Expertise
Fee options
$0 - <$1,000,000: 1.0% of AUM $1,000,000+: 0.7% of AUM
Performance-based fees negotiable, measured quarterly against a high-water mark, based on gains above a goal, compliant with regulations
Account minimum: $2,000,000 generally
Main office
Potomac Falls VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Daniel Capital Management · Daniel Capital Management, LLC · Daniel, Dean Allen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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