Octo Capital
Octo Capital
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    • Home
    • About
    • Services
      • Retirement Planning
      • Investment Management
      • Tax Planning
      • Estate/Insurance/Gifting
      • Concierge-level service
      • Our Fee Structure
    • Contact Us
    • Client Login
  • Home
  • About
  • Services
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate/Insurance/Gifting
    • Concierge-level service
    • Our Fee Structure
  • Contact Us
  • Client Login

About Us

Octo Capital is an independent investment management and advisory firm founded and led by Daniel Shub. Based in Bingham Farms, Michigan, we serve clients locally and nationwide. We offer flat-fee investment management and personalized financial advice.


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.

Daniel Shub | Principal | Accredited Investment Fiduciary®

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


Although Daniel initially pursued engineering, he discovered a strong aptitude for finance and investing. After starting his career at a Fortune 500 company, he became disillusioned with standard financial management practices, which inspired him to establish Octo Capital.


Daniel's diverse clientele includes educators, engineers, physicians, nurses, attorneys, Certified Public Accountants (CPAs), business owners, and retirees. He serves clients throughout the Detroit metropolitan area and across the country.


Originally from Ukraine, Daniel immigrated to the United States and has resided in Michigan for over 30 years. When he is not optimizing clients' financial plans and investment strategies, he enjoys attending his son's soccer games, exploring art, reading, and spending quality time with his family.

Extended Team*

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.

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 $915 billion as of 9/30/25, and has 1600+ employees.

Dimensional Investing Brochure

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.


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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