Serving Metro Detroit and Surrounding Areas

Octo Capital

Octo Capital is an independent investment advisor offering flat-fee portfolio management and personal financial advice. As a fiduciary, Octo Capital is 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.

Daniel Shub | Principal | Accredited Investment Fiduciary®

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

He 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 practice of financial management firms led to the creation of Octo Capital.

His clients include educators, engineers, physicians, nurses, attorneys, 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 been living in Michigan for 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, and spending time with his family.

Extended Team*

SCHWAB ADVISOR SERVICES

DIMENSIONAL FUND ADVISORS (DFA)

Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading, and support services of Charles Schwab & Co., Inc.

Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.

As of January 2024, Schwab has $8.5 Trillion in Total Client Assets.

*Source- "Schwab reports fourth quarter and full year results" Schwab news release January 17, 2024.

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 $740 Billion as of June 30, 2024, and has 1,500+ employees in 15 global offices.

*We use 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.

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.

About

Octo Capital

Daniel Shub | Principal | Accredited Investment Fiduciary®

Extended Team*

SCHWAB ADVISOR SERVICES

DIMENSIONAL FUND ADVISORS (DFA)

DIMENSIONAL FUND ADVISORS (DFA)

DIMENSIONAL FUND ADVISORS (DFA)

DIMENSIONAL FUND ADVISORS (DFA)

DIMENSIONAL FUND ADVISORS (DFA)