Daniel Wolf Offit
Investment adviser representative at Offit Capital
19 yearsExperience
1 stateRegistered in
$20.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Offit CapitalJul 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Offit Capital
Legal name: Offit Capital Advisors LLC
$20.6BAssets managed
378Clients
1Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616784
- Firm CRD
- 144474