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RIA / WealthAdvisor28 years in industry

DANIEL WALTER DONIHUE

Advisor at COPPELL ADVISORY SOLUTIONS LLC

CASTIAC, CA

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Search this name across graphsid dfx:ria:084a6532-6254-9876-58c8-4b5dca647fec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPPELL ADVISORY SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Sep 11, 2007
First registration: Sep 13, 2007
Dual registered: no
Other names: DANIEL WALTER DONIHUE|DANIEL WALTER DONIHUE
IAPD individual key: 5410711

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Sep 17, 2012	n/a	yes	CASTIAC, CA	Current employment
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 12, 2014	Oct 28, 2014	no	CASTIAC, CA\|BRENTWOOD, TN	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Sep 16, 2009	Sep 13, 2012	no	CASTAIC, CA	Previous registration
EMPIRE CAPITAL PARTNERS, LLC	n/a	May 15, 2009	Sep 3, 2009	no	CASTAIC, CA	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Jan 12, 2009	Apr 28, 2009	no	CASTAIC, CA\|OMAHA, NE	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Sep 13, 2007	Dec 31, 2008	no	CASTAIC, CA\|OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VIRTUE CAPITAL MANAGEMENT, LLC	n/a	Oct 28, 2014	n/a	n/a	Departure no registered destination	Departure
AMERICAN INVESTMENT SERVICES	COPPELL ADVISORY SOLUTIONS LLC	Sep 13, 2012	Sep 17, 2012	4	Firm change	Other
EMPIRE CAPITAL PARTNERS, LLC	AMERICAN INVESTMENT SERVICES	Sep 3, 2009	Sep 16, 2009	13	Firm change	Other
ENVISION INVESTMENT ADVISORS, LLC	EMPIRE CAPITAL PARTNERS, LLC	Apr 28, 2009	May 15, 2009	17	Firm change	Other

Relationships

Registered with (5)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Sep 17, 2012 to presentfactForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 12, 2014 to Oct 28, 2014factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Sep 16, 2009 to Sep 13, 2012factForm ADV
→ EMPIRE CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
May 15, 2009 to Sep 3, 2009factForm ADV
→ ENVISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 12, 2009 to Apr 28, 2009factForm ADV

Dated events

No dated event names this entity yet.