RIA Intel›Advisers›Illinois›DANIEL CARTER STYBR

DANIEL CARTER STYBR

Advisory

IL

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in IL

#1,451

of 1,719 advisers by AUM

Average account

$453K

across 39 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

39 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

JOSEPH WEALTH MANAGEMENT, LLC

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$18M

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$18M

CMT ASSET MANAGEMENT LIMITED

$18M

WALL STREET FINANCIAL GROUP, INC.

CARLINVILLE, IL

$17M

MEL CONSULTING CO.

$18M

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