DP
CFA
DP
CFA

Daniel Powers

14 Years of Experience
Franklin, TN

Daniel Powers is a CFA-designated registered investment advisor at Gambit Capital Management, LLC, based in Franklin, TN, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
83 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$101.3M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is an investor in Saturn 5 Alpha (Private Equity) since 2020, and Drahthaar, LLC (Venture Capital) since 2021, and Drahthaar 2, LLC (Venture Capital) since 2024. He spends minimal time on these activities outside of trading hours.

Employment History
Current Registrations
Gambit Capital Management, LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Vector Wealth Management
September 2011 - March 2022 · 10 yrs 6 mos
State Registrations6 states
AZMNNDSDTNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.