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John Michael Daniel

SOFTVEST ADVISORS, LLC·ABILENE, Texas
Series 65Clean record7 years registeredSOFTVEST ADVISORS, LLC
400 PINE STREET, ABILENE, TX 79601CRD# 7022160Firm CRD# 300084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Daniel · ABILENE, TX
Registration
CRD #7022160 · SOFTVEST ADVISORS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

SOFTVEST ADVISORS
May 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 30, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOFTVEST ADVISORS, LLC
CRD 300084 · SEC 801-114671
AUM
$544M
Regulatory assets under management
Employees
7
6 client accounts
Services offered by SOFTVEST ADVISORS, LLC
Per Form ADV
Pension consulting
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SOFTVEST ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John Michael Daniel offer?
John Michael Daniel specializes in Retirement Planning. Contact their office in ABILENE, Texas for a consultation.
What are John Michael Daniel's credentials?
John Michael Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Daniel located?
John Michael Daniel is based in ABILENE, Texas, working with SOFTVEST ADVISORS, LLC. Their office serves clients in the ABILENE metropolitan area and surrounding communities.
How does John Michael Daniel charge for services?
John Michael Daniel's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: carried interest in some of the advised funds, see part 2a.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOFTVEST ADVISORS, LLC?
SOFTVEST ADVISORS, LLC has approximately 7 employees and manages $544M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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