Chief Compliance Officer and Chief Financial Officer · Softvest Advisors
John M. Daniel
CRD 7022160 · Named on Form ADV at one SEC-registered adviser
At a glance
Softvest Advisors, an SEC-registered private fund adviser based in Abilene, TX with $788 million in regulatory assets, lists John M. Daniel on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.
Firms and roles
- Softvest AdvisorsChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · Abilene, TX · $788M in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kline D. OliverChief Trading/risk Officer, Softvest Advisors
- Eric L. OliverPresident and Managing Member, Softvest Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.