# THE DANIEL FINANCIAL GROUP, LLC

THE DANIEL FINANCIAL GROUP, LLC of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 143592
- Type: SEC-registered investment adviser
- SEC file number: 801-70372
- Location: 3700 CRESTWOOD PARKWAY, SUITE LL20, DULUTH, GA, 30096
- Phone: 678-672-1490
- Latest filing: 2012-06-08
- Regulatory AUM: $52.9M
- Discretionary AUM: $49.5M
- Non-discretionary AUM: $3.3M
- Clients: 1
- Accounts: 363

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| SLOAN GREGORY SCOTT | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| BALOUCOUNE ROGER M | OWNER | — |
| SLOAN KATHERINE COX | OWNER | — |
| COPLIN JAMES CUNNINGHAM | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143592/similar
- Related entities: https://search.stillhousedata.com/firm/143592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143592

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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.