DAE Capital Advisers
- Company typePrivate
- Founded2007
- HeadquartersByron Center, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
DAE Capital Advisers firmographics
Firmographics- Name
- DAE Capital Advisers
- Legal name
- DAE Capital Advisors
- Website
- https://daecapital.net
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
DAE Capital Advisers industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where DAE Capital Advisers is headquartered
LocationHeadquarters
- HQ city
- Byron Center
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DAE Capital Advisers business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The firm offers financial advisory and wealth management services through its partnership with LPL Financial, a Registered Investment Advisor. Securities and Advisory Services are offered through LPL Financial, providing fee-based and/or commission-based advisory services to clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
DAE Capital Advisers product offering
Product offeringCore offering
DAE Capital Advisers is a financial advisory firm that provides personalized wealth management services to individuals, families, small business owners, and working professionals. Core services include retirement income planning, investment management, estate strategy, tax strategy, insurance planning, and debt management, delivered through a single advisor relationship supported by LPL Financial as the Registered Investment Advisor and broker-dealer.
Product overview
DAE Capital Advisers is a financial advisory firm offering a comprehensive suite of wealth management services through a single advisor model. The core offering consists of personalized financial advice, retirement income planning, investment management, estate strategy, debt management, insurance planning, and tax strategy services. These services are delivered alongside educational resources including interactive calculators and a library of financial planning videos and articles. The firm operates through LPL Financial, a registered investment advisor, providing securities and advisory services with access to FINRA and SIPC protection.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive financial advisory services providing strategic wealth management including retirement income planning, tax strategy, and legacy planning for individuals and families.
- Financial Advice & Goal-Setting Personalized financial guidance including goal-setting, cash flow management, and risk management to help clients stay on track with their financial objectives.
- Debt Management Strategies to help clients manage and reduce debt while optimizing their money's working potential.
- Estate Strategy Estate planning services providing blueprints for every phase of life, including wills, trusts, and asset distribution planning.
- Investment Planning Investment strategy and management services including portfolio construction, diversification, and ongoing portfolio monitoring.
- Retirement Planning Retirement income planning services helping clients create goals and develop strategies for a secure retirement.
- Insurance Planning Insurance analysis and planning services including life insurance, disability insurance, and extended care coverage.
- Tax Planning Tax strategy services to help clients minimize tax burdens and optimize tax-deferred growth opportunities.
Companies that use DAE Capital Advisers
Customer profileSegments3 records
Ideal customer profiles3 records
DAE Capital Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
DAE Capital Advisers partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreDAE Capital Advisers operates as an advisory firm associated with LPL Financial, a registered investment advisor and broker-dealer. Securities and Advisory Services are offered through LPL Financial, providing the firm with regulatory infrastructure and access to financial products and services to serve clients.
Recent moves4 records
Expansion highlights2 records
DAE Capital Advisers competitors and assessment
Company assessmentDirect peers
- Ameriprise Financial: Diversified financial services company with a large network of financial advisors delivering retirement, investment, insurance, and tax planning — a directly comparable financial planning-led RIA model.
- Raymond James Financial: Independent broker-dealer and RIA platform that hosts affiliated financial advisors serving individuals and small businesses, sharing DAE's LPL-style affiliation model and comprehensive wealth management offering.
- Edward Jones: National financial advisory firm with a local-branch model serving individuals and families on retirement, investment, and estate planning — closely matching DAE's mass-affluent, in-person advisory approach.
Broad incumbents
- Wells Fargo Advisors: Wirehouse brokerage and advisory arm of Wells Fargo serving mass-affluent and HNW clients — broad incumbent competitor in retirement and investment planning.
- Northwestern Mutual: Insurance-anchored financial services firm with a large advisor network providing insurance, investment, and retirement planning — comparable integrated planning and insurance-led model.
- Merrill Lynch Wealth Management: Wirehouse wealth management division serving HNW and mass-affluent households with retirement and investment planning — comparable incumbent offering competing with DAE's full wealth management stack.
- Charles Schwab: Major retail wealth management and custody platform serving individuals and RIAs. Comparable as a broad incumbent competing for the same mass-affluent clients via Schwab Advisor Services and direct advisory offerings.
- Fidelity Investments: Diversified brokerage and wealth manager with Fidelity Wealth Services targeting retail investors — comparable as a large incumbent with retirement, investment, and planning capabilities overlapping DAE's.
- LPL Financial: The largest independent broker-dealer in the US, parent platform to DAE Capital. Comparable as the broad incumbent providing the regulatory and product infrastructure on which DAE depends.
Emerging players
- Vanguard Personal Advisor Services: Hybrid digital-human advisory service from Vanguard targeting cost-conscious retirement savers — competing on price for the same planning workflows DAE offers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
DAE Capital Advisers social profiles
Digital presenceDAE Capital Advisers compliance and trust
Trust signalCompliance3 records
DAE Capital Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
DAE Capital Advisers leadership team
Management profileNumber of profiles
Profiles1 record
DAE Capital Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DAE Capital Advisers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DAE Capital Advisers
What does DAE Capital Advisers do?
DAE Capital Advisers is a financial advisory firm that provides personalized wealth management services to individuals, families, small business owners, and working professionals. Core services include retirement income planning, investment management, estate strategy, tax strategy, insurance planning, and debt management, delivered through a single advisor relationship supported by LPL Financial as the Registered Investment Advisor and broker-dealer.
Is DAE Capital Advisers a public or private company?
DAE Capital Advisers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DAE Capital Advisers founded?
DAE Capital Advisers was founded in 2007. It employs 1 to 10 people.
Where is DAE Capital Advisers based?
DAE Capital Advisers is headquartered in Byron Center, United States, in the North America region.
How does DAE Capital Advisers make money?
One revenue line is on record: financial Advisory Services.
Who are DAE Capital Advisers's main competitors?
Direct peers on record are Ameriprise Financial, Raymond James Financial and Edward Jones. Broad incumbents are Wells Fargo Advisors, Northwestern Mutual, Merrill Lynch Wealth Management, Charles Schwab, Fidelity Investments and LPL Financial. Vanguard Personal Advisor Services is listed as an emerging player.
Does DAE Capital Advisers have an API?
No public API is recorded for DAE Capital Advisers.
What industry is DAE Capital Advisers in?
DAE Capital Advisers's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.