Data / Investment advisers / Florida / Daher Capital Group, LLC
Daher Capital Group, LLC, Jupiter, FL: $490 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Daher Capital Group, LLC is an SEC registered investment adviser with its main office in Jupiter, Florida and reports $490 million in regulatory assets under management in its Form ADV filed May 20, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 341516
- SEC file number
- 801-136282
- SEC status
- Approved, effective May 15, 2026
- Main office
- 1340 U.S. Highway One Suite 124, Jupiter, FL 33469
- Phone
- (561) 422-0160
- Regulatory AUM
- $490,000,000 in the Form ADV filed May 20, 2026
- Non discretionary AUM
- $490,000,000
- Accounts
- 23
- Employees
- 1
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 23 | $490 million |
Other advisers in Jupiter
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Voloridge | Jupiter | $36.17 billion | 5 | adviserinfo.sec.gov |
| Slatestone Wealth LLC | Jupiter | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | Not listed | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 1 | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | Not listed | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | Not listed | adviserinfo.sec.gov |
| Aft, Forsyth and Company, Inc. | Jupiter | $258.6 million | Not listed | adviserinfo.sec.gov |
| Blackridge Asset Management, LLC | Jupiter | $216.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jupiter, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Daher Capital Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.