DAUS FINANCIAL SERVICES, LLC

DAUS FINANCIAL SERVICES, LLC of KALAMAZOO, MI is an SEC-registered investment adviser (CRD 323054). Regulatory assets under management: $270.5M.

Registration

• CRD: 323054
• SEC file number: 801-127526
• Type: Registered investment adviser
• Location: 487 SOUTH DRAKE ROAD, SUITE A, KALAMAZOO, MI, 49009
• Phone: (269) 321-7472
• Latest filing: 2026-07-08
• Regulatory AUM: $270.5M
• Non-discretionary AUM: $270.5M
• Clients: 8
• Accounts: 936

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323054 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search