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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

CRD 301456

JUPITER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2d5926c-dc53-7df9-5dc3-2033a52d55b9

Data as of Mar 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2019 to Mar 16, 2020
10 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $30.0MItem 5.F on the latest filing (2020-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $30.0M
Private client RAUM: $30.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $30.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 97
Individual clients: 42
High net worth clients: 8
Custody, client assets: $20.5M
SEC number: 801-115057
CRD: 301456
Filings on the tape: 10
First filed: Mar 22, 2019
Latest filed: Mar 16, 2020
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DONALD MICHAEL DANIELS	n/a	JUPITER, FL \| BRIDGETON, ME	7	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Daniels, Donald, Michael	CHIEF OPERATING OFFICER	Na	yes	04/2019	Dec 26, 2019	Mar 16, 2020
DANIELS, DONALD, MICHAEL	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER	E	yes	04/2019	Mar 22, 2019	Mar 16, 2020

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 16, 2020	$30.0M	$30.0M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$30.0M	n/a	n/a	n/a	n/a	2	n/a	1	n/a

Relationships

Controls (1)

← Daniels, Donald, MichaelOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Dec 26, 2019 to presentfactForm ADV

Registered with (1)

← DONALD MICHAEL DANIELSAdvisorregistration: current employment
Jun 25, 2019 to presentfactForm ADV

Dated events

Occurred
Mar 22, 2019
First Form ADV filing
Daniels D'Amelio Investment Management Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2d5926c-dc53-7df9-5dc3-2033a52d55b9
First observed: Mar 22, 2019
Last observed: Mar 16, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

CRD 301456

JUPITER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a2d5926c-dc53-7df9-5dc3-2033a52d55b9

Data as of Mar 16, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DONALD MICHAEL DANIELS

n/a

JUPITER, FL | BRIDGETON, ME

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Daniels, Donald, Michael

CHIEF OPERATING OFFICER

yes

04/2019

Dec 26, 2019

Mar 16, 2020

DANIELS, DONALD, MICHAEL

MANAGING MEMBER, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER

yes

04/2019

Mar 22, 2019

Mar 16, 2020

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 16, 2020

$30.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$30.0M

n/a