Octo Capital
Octo Capital
  • Home
  • About
  • Services
  • Fee Structure
  • Contact Us
  • Client Login
  • More
    • Home
    • About
    • Services
    • Fee Structure
    • Contact Us
    • Client Login
  • Home
  • About
  • Services
  • Fee Structure
  • Contact Us
  • Client Login

About

Octo Capital is an independent investment management and advisory firm offering flat-fee portfolio management and personal financial advice. Based in Bingham Farms, Michigan, Octo Capital serves clients both locally and nationwide.


As a fiduciary, we are committed to acting in your best interest. Our services are designed for clients who want to implement a tax-efficient, cost-effective investment strategy grounded in Nobel Prize-winning academic research, combined with financial and tax planning, to provide the framework for quantifying financial decisions. 


We operate on a selective basis when taking on new clients to maintain a high service standard. As such, we have limited capacity for new engagements. Please contact us to discuss whether we are a good fit and inquire about our current availability.


Team

Daniel Shub | Principal | Accredited Investment Fiduciary®

Daniel Shub is an Accredited Investment Fiduciary®, Principal, and Founder of Octo Capital.


Daniel studied to be an engineer but always had an aptitude for finances and investing. Daniel began his career at a Fortune 500 company. His disillusionment with the standard practices of financial management firms led to the creation of Octo Capital. 


His clients include educators, engineers, physicians, nurses, attorneys, certified public accountants (CPAs), business owners, and retirees.


Daniel serves clients throughout the Detroit metro area and across the country. 


Born in Ukraine, Daniel emigrated to the United States and has lived in Michigan for over 30 years. When he is not perfecting his clients' financial plans and investment strategies, he can be found at his son's soccer games, exploring art, reading, or spending time with his family.

Extended Team*

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 we have limited authority to manage the account on your behalf. You have full access through the website and phone, and you receive correspondence about your account directly from your custodian. 

 

Charles Schwab & Co., Inc. has over 30 years of experience serving independent advisors. Schwab pioneered the business of exclusively catering to independent, fee-only investment advisors and their clients. 

 

As of January 2024, Schwab manages $8.5 trillion in Total Client Assets*.

Dimensional Fund Advisors (DFA)

We work closely with Dimensional Fund Advisors. Dimensional Fund Advisors (DFA) was founded in 1981 by David Booth and Rex Sinquefield to apply academic research on capital market behavior to the practical world of managing investment portfolios. 


DFA maintains close links with the University of Chicago and other research centers for financial economics. Board members and consultants include some of the nation's most distinguished academic theorists, including Nobel laureates. 


Dimensional Fund Advisors manages $786 billion as of March 31, 2025, and has 1,600+ employees in 15 global offices.

Click the link below to view an overview of Dimensional Investing

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.  

*We utilize the services and support of the companies mentioned above in our daily business activities. Octo Capital, LLC is not an affiliate or subsidiary of Charles Schwab & Co., Inc. or Dimensional Fund Advisors. The reference does not represent an endorsement.


Schwab assets source: "Schwab reports fourth quarter and full-year results," Schwab news release, January 17, 2024).


Please note: 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 

(This number cannot receive text messages.)

  • Disclosures
  • Client Login
  • Secure File Upload