# DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

DANIELS & ERICKSON FINANCIAL ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 119687
- Type: SEC-registered investment adviser
- SEC file number: 801-67599
- Location: 5323 SPRING VALLEY RD, SUITE 250, DALLAS, TX, 75254
- Phone: 214-750-8985
- Latest filing: 2026-03-11
- Regulatory AUM: $213.6M
- Discretionary AUM: $213.6M
- Clients: 4
- Accounts: 148

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Nelson Lee | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | CLARKSVILLE, TN |
| Nelson N Lee | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | Irvine, CA |
| David Lee Nelson | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Clay Donald Daniels | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY | — |
| Jonathan Frederick Erickson | MANAGING MEMBER/VICE-PRESIDENT/TREASURER | — |
| Michael Corbin Pendleton | MEMBER | — |
| DANIELS CLAY DONALD | MANAGING MEMBER/VICE-PRESIDENT/SECRETARY; VICE-PRESIDENT/SECRETARY | — |
| ERICKSON JONATHAN FREDERICK | MANAGING MEMBER/VICE-PRESIDENT/TREASURER; VICE-PRESIDENT/TREASURER | — |
| PENDLETON MICHAEL CORBIN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119687/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119687/similar
- Related entities: https://search.stillhousedata.com/firm/119687/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119687

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.