Asset manager · Jupiter, FL
Daher Capital Group, LLC
SEC-registered investment adviser · CRD 341516 · SEC 801-136282
At a glance
Daher Capital Group, LLC is an SEC-registered investment adviser based in Jupiter, Florida, with $490 million in regulatory assets under management as of its Form ADV filed May 20, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 1,693rd of 3,218 asset managers and 7,914th of 17,210 SEC-registered advisers by assets.
Main office 561-422-0160As filed on Form ADV
- Regulatory AUM
- $490M
- Rank among asset managers
- #1,693 of 3,218
- Rank among all SEC RIAs
- #7,914 of 17,210
- Rank in Florida
- #428 of 1,090
- Clients
- 23
- Accounts
- 23
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 0
- Offices
- 1
Owners and executives on its Form ADV
- Howard H. DaherManaging Member, CCO
Custody and brokerage
Custodian
Daher Capital Group, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 23 | $490M | 100% |
Disciplinary disclosures
Daher Capital Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Daher Capital Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 1,007 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Daher Capital Group, LLC manage?
Daher Capital Group, LLC reports $490 million in regulatory assets under management across 23 accounts, on its Form ADV filed May 20, 2026.
What kind of firm is Daher Capital Group, LLC?
Daher Capital Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Daher Capital Group, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($490 million, 23 clients).
Does Daher Capital Group, LLC have any disciplinary history?
Daher Capital Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Daher Capital Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →