John Michael Daniel
Investment adviser representative at Softvest Advisors
10 yearsExperience
1 stateRegistered in
$788.2MFirm assets
7 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Softvest Advisors, LLCJan 2019 to now
- Softsearch Investment, LPNov 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Softvest Advisors
Legal name: Softvest Advisors, LLC
$788.2MAssets managed
6Clients
1Advisers
7 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
- 7022160
- Firm CRD
- 300084