Octo Capital
Octo Capital
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About Octo Capital & Daniel Shub

Octo Capital is a wealth management practice providing investment management and financial planning to families and individuals on a flat-fee basis.


Fiduciary Standard - We have a fundamental and legal obligation to act in our clients' best interests and to provide investment advice in accordance with our fiduciary responsibilities.


Based in Bingham Farms, Michigan, we serve clients throughout the Detroit metro area — including Birmingham, Bloomfield Hills, Troy, Rochester — and nationwide.

Daniel Shub, Principal and Financial Advisor at Octo Capital

Daniel Shub | Principal | Accredited Investment Fiduciary®

I founded Octo Capital in 2015 after becoming disillusioned with conventional financial management practices. My goal is simple: to provide tax-efficient, cost-effective investment management rooted in peer-reviewed economic science and academic financial research, integrated with comprehensive financial and tax planning to help clients quantify their most important financial decisions.


Today, with over 25 years in the financial industry, I work with a small, intentionally limited group of clients — including educators, engineers, healthcare professionals, attorneys, business owners, and retirees — ensuring that every client receives a high standard of service, dedicated attention to complex financial decisions, and a prompt, personal response whenever they reach out.


Originally from Ukraine, I've called Michigan home for more than 32 years. Outside of work, you'll usually find me at my son's soccer games, exploring the arts, or spending time with family.

Institutional Partners

We work with established, well-resourced partners to support every client relationship:

Charles Schwab Advisor Services - Custody

Dimensional Fund Advisors - Investing

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Custody

Charles Schwab Advisor Services

As an independent advisor, we work with a third-party custodian, Charles Schwab, to safeguard your investments. Schwab ensures that your assets are held in a separate account under your name, and you have full access through the website and phone, while we have limited authority to manage the account on your behalf.

Investing

Dimensional Fund Advisors (DFA)

We work closely with Dimensional Fund Advisors. Dimensional Fund Advisors was founded in 1981 by David Booth and Rex Sinquefield to apply academic research on capital market behavior to the practical world of portfolio management. Dimensional Fund Advisors manages $1.1 trillion as of June,30, 2026.

Brochures

Dimensional | The Science of Investing (pdf)Download
Dimensional | The scientific pursuit of a better way to invest (pdf)Download

Tune Out the Noise

Academy Award-winning filmmaker Errol Morris turns his lens to an unlikely cast of upstarts who transformed the investment landscape in the documentary Tune Out the Noise. The film chronicles a group of academics at the University of Chicago in the 1960s whose groundbreaking research challenged Wall Street’s status quo and was used by firms like Dimensional Fund Advisors to disrupt traditional methods of investing, ultimately reshaping the way the world views markets.

Shot in Morris’s iconic style, Tune Out the Noise unfolds through revealing interviews with Nobel Prize-winning economists who have long-standing ties to Dimensional, including Eugene Fama, Robert Merton, and Myron Scholes. The film also features Dartmouth professor Ken French, who has co-authored numerous research papers with Fama, along with Dimensional founders David Booth and Rex Sinquefield, indexing pioneer Mac McQuown, former US Senator Bill Bradley, and many others.  

*Charles Schwab and Dimensional Fund Advisors are independent third parties and are not affiliated with Octo Capital, LLC. The reference does not represent an endorsement.


Please note: Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. A financial adviser’s compensation structure should not be viewed as the sole determining factor in obtaining or retaining their services. Limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. Octo Capital, LLC does not serve as an attorney or accountant and does not prepare legal documents or tax returns. Tax and estate planning is not intended to provide specific tax or legal advice; it involves giving general information on settled tax and estate laws and how they can apply to you and projecting the impact of potential tax and estate planning strategies. To comply with IRS Regulations, we inform you that any discussion or advice regarding tax issues is not intended or written to be used and cannot be used to avoid taxpayer penalties. You are encouraged to consult your tax or legal professional for guidance on your individual situation before implementing any tax or estate planning strategies discussed.

Form CRS/ADV - Client Relationship Summary


Copyright © Octo Capital - All Rights Reserved.

Octo Capital, LLC is an SEC-Registered Investment Adviser.

31600 Telegraph Road, Suite 200, Bingham Farms, MI 48025

Phone: 248-731-7729 

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