Daniel B Shub
Investment adviser representative at Octo Capital, LLC
14 yearsExperience
2 statesRegistered in
$165MFirm assets
1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Shub & Company LLCSep 2013 to now
- Octo Capital, LLCMay 2013 to now
- Gold Star Insurance Group LLCJun 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Octo Capital, LLC
$165MAssets managed
136Clients
1Advisers
1 yearIn 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
- 4148417
- Firm CRD
- 174351