Single Family OfficeRIA · CRD 338851SEC-Registered

Updated:

Daniel Investment Group

DANIEL INVESTMENT GROUP INC. is an SEC-registered investment adviser in ROYAL OAK, MI, registered since 2025. The firm manages $210 million in regulatory...

Daniel Investment Group

DANIEL INVESTMENT GROUP INC. is an SEC-registered investment adviser in ROYAL OAK, MI, registered since 2025. The firm manages $210 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Daniel Investment Group?

Investment decisions are made directly by family principals. The office has historically operated without a widely known external CIO or professional management layer, consistent with a tightly held single-family model where the family's industrial and financial expertise guides asset allocation.

How is the office related to Daniel Industries?

Daniel Investment Group manages the wealth created by the Daniel family's founding and majority ownership of Daniel Industries. The company, founded in 1934 in Houston, specialized in flow measurement equipment for oil and gas pipelines and was acquired by Emerson Electric in 1999 for approximately $1.5 billion (per the firm's official communications and public record).

Does Daniel Investment Group manage outside capital?

No. The office functions as a pure single-family office, investing only the Daniel family's capital. It has not marketed funds, accepted limited partners, or converted to a multi-family office structure, distinguishing it from many peers who have opened their platforms to external investors.

What asset classes does the group invest in?

The portfolio is concentrated in publicly traded equities and direct real estate. Equity positions historically skew toward energy infrastructure, industrials, and financials — sectors aligned with the family's operating background. Real estate holdings include commercial, industrial, and multi-family properties, predominantly in Texas and other Sun Belt markets.

Why is public information about the office so limited?

The Daniels have deliberately maintained a low public profile since the Emerson sale. The office does not maintain a public-facing website, publish press releases, or participate in industry conferences. This reflects a preference for privacy and a belief that the capital base does not require institutional branding or transparency to achieve its objectives.

What is the office's geographic focus?

While the exact headquarters is not publicly listed, operations and historical ties are anchored in Houston, Texas, where Daniel Industries was founded and operated for decades. Real estate investments concentrate on Texas and broader Sun Belt markets.

How does the office approach leverage in its investments?

The real estate portfolio is widely understood to be maintained with minimal or no debt, reflecting a capital-preservation mandate that prizes resilience over amplified returns. Equity positions are held outright, consistent with a long-duration, buy-and-hold philosophy.

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