Daniel P. Amer

KAWA CAPITAL MANAGEMENT

Hallandale Beach, FL 33009

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CRD#: 4278769

Professional summary

Daniel Philip Amer, CFA, who also goes by Daniel P. Amer, is a registered financial advisor currently at KAWA CAPITAL MANAGEMENT, INC. located in Hallandale Beach, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 2 firms and has passed the Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel P. Amer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Philip Amer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 20, 2015 - Present

KAWA CAPITAL MANAGEMENT, INC.

Office #1: 1010 South Federal Highway Suite 2900, Hallandale Beach, FL 33009

RIA

CRD#: 157780

Hallandale Beach, FL

Past

January 17, 2008 - November 14, 2011

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KAWA CAPITAL MANAGEMENT, INC.

KAWA CANADIAN PREFERRED MANAGER, LLC (RELYING ADVISER) | KAWA SBA OPPORTUNITIES MANAGER, LLC (RELYING ADVISER) | KAWA CAPITAL PARTNERS LLC (RELYING ADVISER) | KAWA CAPITAL MANAGEMENT, INC.

CRD#: 157780 / SEC#: 801-72771

RIA

Registered Investment Advisory firm - (10/7/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 87

Date: 4/10/2008

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 3/27/2008

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 1/16/2008

General Securities Representative Examination

Current Firm

KAWA CAPITAL MANAGEMENT, INC.

KAWA CANADIAN PREFERRED MANAGER, LLC (RELYING ADVISER) | KAWA SBA OPPORTUNITIES MANAGER, LLC (RELYING ADVISER) | KAWA CAPITAL PARTNERS LLC (RELYING ADVISER) | KAWA CAPITAL MANAGEMENT, INC.

CRD#: 157780 / SEC#: 801-72771

RIA

Registered Investment Advisory firm - (10/7/2011 Approved)

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Contact information

Main Address

1010 South Federal Highway Suite 2900, Hallandale Beach, FL 33009

Mailing Address

Phone number

(305) 560-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KAWA CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 3,015,309,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel P. Amer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Philip Amer's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAWA CAPITAL MANAGEMENT, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

KAWA CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 87

Date: 4/10/2008

Series 86

Date: 3/27/2008

Series 7

Date: 1/16/2008

Current Firm

KAWA CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KAWA CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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