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DANIEL EVAN MCCURDY

Advisory

CA

Data as of Feb 15, 2026 · Source: SEC Form ADV

Rank in CA
#4,041
of 5,480 advisers by AUM
Average account
$359K
across 75 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 15, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
75
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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PILLAR FINANCIAL SERVICES, INC.
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MAERISLAND CAPITAL, LLC
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$27M
-58.0% 1Y

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