# DAUS FINANCIAL GROUP, LLC

DAUS FINANCIAL GROUP, LLC is a RIA based in Kalamazoo.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kalamazoo
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** dausfinancial.co
- **LinkedIn:** https://www.linkedin.com/company/daus-financial-group

## Regulatory record

- **CRD number:** 323054
- **SEC file number:** 801-127526
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323054

## About

Daus Financial Group is a full service fiduciary financial planning practice focused on disciplined planning, tax-efficient strategies, and intentional decision-making. As an independent firm, it offers unbiased guidance without proprietary products or corporate mandates. Services include comprehensive financial planning, year-round tax mitigation, and transition to retirement planning, with an emphasis on personal, human service rather than automation.

## People

- Ryan Daus — CFP®, CHFC®, CLU® — Certified Financial Planner®, Founder & Principal
- Trenden Peacock — CFP®, CHFC® — Certified Financial Planner®, Financial Advisor
- Brendan Sanchez — Financial Advisor
- Justin Gregory — Director of Operations
- Grace Colegrove — Investment Operations
- Terra Loew — Chief Compliance Officer & Data Manager
- Taylor Gerschick — Operations Specialist
- Autumn Hewitt — Client Relations Manager

## Questions

### Who runs DAUS FINANCIAL GROUP, LLC?

No named principals or key personnel are publicly available for DAUS FINANCIAL GROUP, LLC. The firm does not have a website, LinkedIn profile, or other public listing that identifies its leadership. All investment and operational decisions are not attributable to any individual in public records.

### Where is DAUS FINANCIAL GROUP, LLC located?

DAUS FINANCIAL GROUP, LLC is registered in the United States. Its specific city or state of operations has not been publicly identified. The firm does not list an address in any available source.

### What is the size of DAUS FINANCIAL GROUP, LLC's assets under management?

DAUS FINANCIAL GROUP, LLC does not disclose its assets under management. No public filings or reports provide an AUM figure or estimate. The firm's scale is classified as undisclosed.

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Last updated: 2026-08-11T15:06:35.052Z

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