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DS

Daniel H. Shuart

EAGLE POINT CAPITAL LLC
East Grand Rapids, MI
Some features on this profile are disabled
CRD#: 7142336
DS

Professional summary


Daniel Harrison Shuart, who also goes by Dan Shuart, is a registered financial advisor currently at EAGLE POINT CAPITAL LLC located in East Grand Rapids, Michigan and HUGHES FAMILY CAPITAL, LLC located in Grand Rapids, Michigan.

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 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dan Shuart

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 Harrison Shuart'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

July 9, 2019 - Present

EAGLE POINT CAPITAL LLC

RIA
CRD#: 288969
East Grand Rapids, MI
Current

January 16, 2026 - Present

HUGHES FAMILY CAPITAL, LLC

RIA
CRD#: 338201
Grand Rapids, MI

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
Illinois
(7/9/2019)
IAR
Michigan
(7/9/2019)
IAR
Texas
(1/29/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/29/2018
Uniform Investment Adviser Law Examination

Current Firm


EP
EAGLE POINT CAPITAL LLC
EAGLE POINT CAPITAL LLC

CRD#: 288969 / SEC#:

Illinois
Registered Investment Advisory firm - (1/29/2019 Approved)
Michigan
Registered Investment Advisory firm - (2/15/2019 Approved)
Texas
Registered Investment Advisory firm - (1/29/2020 Conditional Restricted)
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Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
+1 (630) 329-3860
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts103
AUM (Assets Under Management)$ 20,458,498

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


EAGLE POINT CAPITAL LLC

CRD#: 288969East Grand Rapids, MI

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