DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD #119687 SEC #801-67599 DALLAS, TX 214-750-8985
SEC Registered
Total AUM
$189.1M
Discretionary
$189.1M
Employees
4
Clients
10
Accounts
136
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DANIELS, CLAY, DONALD | I | VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| DANIELS, CLAY, DONALD | I | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| ERICKSON, JONATHAN, FREDERICK | I | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | C | Control |
| NELSON, DAVID, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| NELSON, DAVID, LEE | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B | |
| PENDLETON, MICHAEL, CORBIN | I | MEMBER | B |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
5323 SPRING VALLEY RD, SUITE 250DALLAS, TX 75254
United States
Phone: 214-750-8985