Unclaimed Profile

Daniel B Shub

OCTO CAPITAL, LLC·BINGHAM FARMS, Michigan

Series 63, Series 65Clean record12 years registeredOCTO CAPITAL, LLC

31600 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 4148417Firm CRD# 174351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel B Shub · BINGHAM FARMS, MI

Registration

CRD #4148417 · OCTO CAPITAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

OCTO CAPITAL, LLC

Feb 2015 – present

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Feb 2014 – Mar 2015

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · February 20, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCTO CAPITAL, LLC

CRD 174351 · SEC 801-131442

AUM

$134M

Regulatory assets under management

Employees

465 client accounts

Services offered by OCTO CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OCTO CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel B Shub offer?

Daniel B Shub specializes in Financial Planning, Investment Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Daniel B Shub's credentials?

Daniel B Shub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel B Shub located?

Daniel B Shub is based in BINGHAM FARMS, Michigan, working with OCTO CAPITAL, LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Daniel B Shub charge for services?

Daniel B Shub's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OCTO CAPITAL, LLC?

OCTO CAPITAL, LLC has approximately 1 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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