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DH

Daniel A. Horowitz

INVANTAGE CAPITAL LLC
LAFAYETTE, CA 94549
Some features on this profile are disabled
CRD#: 7088275
DH

Professional summary

Daniel Aaron Horowitz is a registered financial advisor currently at INVANTAGE CAPITAL LLC located in Lafayette, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 2 firms and has passed the Series 65 and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Aaron Horowitz'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

September 16, 2025 - Present

INVANTAGE CAPITAL LLC

Office #1: 3650 Mt. Diablo Blvd Ste 225, Lafayette, CA 94549
RIA
CRD#: 337627
LAFAYETTE, CA
Past

April 25, 2019 - February 19, 2024

MERIDIAN INVESTMENT COUNSEL, INC.

RIA
CRD#: 131655
LAFAYETTE, CA

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
California
(9/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/6/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/11/2019
Securities Industry Essentials Examination

Current Firm

IC
INVANTAGE CAPITAL LLC
INVANTAGE CAPITAL LLC

CRD#: 337627 / SEC#:

California
Registered Investment Advisory firm - (9/16/2025 Approved)
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Contact information

Main Address
3650 Mt. Diablo Blvd Ste 225, Lafayette, CA 94549
Mailing Address
Phone number
+1 (510) 326-6957
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

INVANTAGE CAPITAL LLC

CRD#: 337627Lafayette, CA 94549

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