John M. Daniel

SOFTVEST ADVISORS

Abilene, TX 79601

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CRD#: 7022160

Professional summary

John Michael Daniel is a registered financial advisor currently at SOFTVEST ADVISORS located in Abilene, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Entity: Debeck LLC Address: 400 Pine Street, Ste 1010, Abilene TX 79601 Nation of business: Family partnership (non-investment related) Title: Manager (since 2019). Role: Accounting/administration, only absorbs a few hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Daniel's 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®

None

Experience

Current

May 30, 2019 - Present

SOFTVEST ADVISORS

Office #1: 400 Pine Street Suite 1010, Abilene, TX 79601

RIA

CRD#: 300084

Abilene, TX

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".

SOFTVEST ADVISORS

SOFTVEST ADVISORS | SOFTVEST ADVISORS, LLC

CRD#: 300084 / SEC#: 801-114671

RIA

Registered Investment Advisory firm - (2/19/2019 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

Texas
(5/30/2019)

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

State Security Law Exam

IAR

Series 65

Date: 5/30/2019

Uniform Investment Adviser Law Examination

Current Firm

SOFTVEST ADVISORS

SOFTVEST ADVISORS | SOFTVEST ADVISORS, LLC

CRD#: 300084 / SEC#: 801-114671

RIA

Registered Investment Advisory firm - (2/19/2019 Approved)

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Contact information

Main Address

400 Pine Street Suite 1010, Abilene, TX 79601

Mailing Address

Phone number

(325) 677-6177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SOFTVEST - FORM ADV 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 783,514,493

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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John M. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Daniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOFTVEST ADVISORS

Primary Firm SEC Registration

SOFTVEST ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2019

Current Firm

SOFTVEST ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOFTVEST ADVISORS

TRUST BUT VERIFY

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