Daus Financial Group, LLC

Financial planning in Kalamazoo, MI

SEC registeredNo commissions reported

Call (269) 321-7472 Send a message Map ↗

Public-record details

Address: 487 South Drake Road, Suite a, Kalamazoo, MI 49009
Phone: (269) 321-7472
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Daus Financial Services, LLC
CRD number: 323054
Registration: SEC registered since 2023-03-27
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $270.5 million
Accounts managed: 936
Clients reported (Form ADV 5.D): 327
Individual / high-net-worth clients: 240 / 87
Employees: 8
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-18

SEC registered investment adviser, CRD 323054, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 323054 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Kalamazoo

Black Diamond Investment Group,inc.3027 Portage Street · Kalamazoo, MI 49001 · (269) 383-6633 · Financial planningCRD 122917 · % of assets, Hourly charges · $6.9 million AUMState registeredNo commissions reported Breakwater Capital251 N Rose Street Suite 200 · Kalamazoo, MI 49007 · (269) 903-2360 · Financial planningCRD 172498 · % of assets, Hourly charges · $156.6 million AUMSEC registeredNo commissions reported Clear Ridge Wealth Management, LLC259 E. Michigan Avenue, Suite 105 · Kalamazoo, MI 49007 · (269) 381-1700 · Financial planningCRD 172689 · % of assets, Hourly charges, Fixed fees · $244.6 million AUMSEC registeredNo commissions reported Cws Financial Advisors LLC405 West Michigan Avenue, Suite 110 · Kalamazoo, MI 49007 · (269) 349-4600 · Financial planningCRD 297000 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reported Gasaway Investment Advisors, INC.7110 Stadium Drive · Kalamazoo, MI 49009 · (269) 324-0080 · Financial planningCRD 123807 · % of assets, Hourly charges, Subscription fees · $173.1 million AUMSEC registeredNo commissions reported Hfg Advisors INC.5659 West Michigan Ave. · Kalamazoo, MI 49009 · (269) 372-3229 · Financial planningCRD 125129 · % of assets, Hourly charges, Fixed fees · $48.6 million AUMState registeredNo commissions reported Long Road Investment Counsel, LLC107 W. Michigan Ave, Suite 804 · Kalamazoo, MI 49007 · (269) 488-8001 · % of assets managedCRD 171343 · % of assets · $346.4 million AUMSEC registeredNo commissions reported N.v.n.g. Investments, INC.555 Crosstown Parkway, Suite 405 · Kalamazoo, MI 49008 · (269) 329-2422 · % of assets managedCRD 107446 · % of assets · $329.5 million AUMSEC registeredNo commissions reported

All 13 in Kalamazoo →