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Chief Executive Officer/chief Compliance Officer/managing Member · Octo Capital, LLC

Daniel B Shub

CRD 4148417 · Named on Form ADV at one SEC-registered adviser

At a glance

Octo Capital, LLC, an SEC-registered wealth manager based in Bingham Farms, MI with $165 million in regulatory assets, lists Daniel B Shub on its Form ADV as Chief Executive Officer/chief Compliance Officer/managing Member, a control person.

Firms and roles

  • Octo Capital, LLCChief Executive Officer/chief Compliance Officer/managing MemberWealth manager · Bingham Farms, MI · $165M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.