DANIEL INVESTMENT ASSOCIATES, LLC
CRD #157284 SEC #801-77862 SANTA BARBARA, CA 805-845-7724
SEC Registered
Total AUM
$220.5M
Discretionary
$294.6K
Employees
1
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $220.5M | $294.6K | $220.2M | 1 | 0 |
| Mar 2025 | $220.5M | $294.6K | $220.2M | 1 | 0 |
| Mar 2024 | $191.4M | $212.2K | $191.2M | 1 | 0 |
| Mar 2023 | $185.4M | $0 | $185.4M | 1 | 0 |
| Mar 2022 | $178M | $0 | $178M | 2 | 0 |
| Feb 2021 | $155.9M | $0 | $155.9M | 1 | 23 |
| Jun 2020 | $268.4M | $0 | $268.4M | 6 | 0 |
| Mar 2020 | $268.4M | $0 | $268.4M | 6 | 0 |
| Sep 2019 | $271M | $0 | $271M | 7 | 0 |
| Mar 2019 | $271M | $0 | $271M | 6 | 0 |
| Mar 2018 | $277.9M | $0 | $277.9M | 5 | 0 |
| Mar 2017 | $218.8M | $0 | $218.8M | 5 | 11 |
| Jul 2016 | $130M | $0 | $130M | 3 | 11 |
| May 2016 | $130M | $0 | $130M | 2 | 11 |
| Mar 2016 | $130M | $0 | $130M | 2 | 11 |
| Aug 2015 | $125M | $0 | $125M | 2 | 1 |
| Mar 2015 | $125M | $0 | $125M | 1 | 1 |
| Mar 2014 | $125M | $0 | $125M | 1 | 1 |
| Oct 2013 | $125M | $0 | $125M | 1 | 1 |
| Mar 2013 | $125M | $0 | $125M | 1 | 1 |
DateAug 2025
Total AUM$220.5M
Discretionary$294.6K
Non-Disc.$220.2M
Employees1
Clients0
DateMar 2025
Total AUM$220.5M
Discretionary$294.6K
Non-Disc.$220.2M
Employees1
Clients0
DateMar 2024
Total AUM$191.4M
Discretionary$212.2K
Non-Disc.$191.2M
Employees1
Clients0
DateMar 2023
Total AUM$185.4M
Discretionary$0
Non-Disc.$185.4M
Employees1
Clients0
DateMar 2022
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees2
Clients0
DateFeb 2021
Total AUM$155.9M
Discretionary$0
Non-Disc.$155.9M
Employees1
Clients23
DateJun 2020
Total AUM$268.4M
Discretionary$0
Non-Disc.$268.4M
Employees6
Clients0
DateMar 2020
Total AUM$268.4M
Discretionary$0
Non-Disc.$268.4M
Employees6
Clients0
DateSep 2019
Total AUM$271M
Discretionary$0
Non-Disc.$271M
Employees7
Clients0
DateMar 2019
Total AUM$271M
Discretionary$0
Non-Disc.$271M
Employees6
Clients0
DateMar 2018
Total AUM$277.9M
Discretionary$0
Non-Disc.$277.9M
Employees5
Clients0
DateMar 2017
Total AUM$218.8M
Discretionary$0
Non-Disc.$218.8M
Employees5
Clients11
DateJul 2016
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees3
Clients11
DateMay 2016
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients11
DateMar 2016
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees2
Clients11
DateAug 2015
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees2
Clients1
DateMar 2015
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients1
DateMar 2014
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients1
DateOct 2013
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients1
DateMar 2013
Total AUM$125M
Discretionary$0
Non-Disc.$125M
Employees1
Clients1