Octo Capital is an SEC-registered investment adviser providing objective, flat-fee financial planning and investment management. Based in Bingham Farms, Michigan, the firm serves retirees and other clients in Birmingham, Troy, Bloomfield, Rochester, and communities across Southeast Michigan. Its approach brings investing, comprehensive financial planning, and tax strategies together to help clients plan for and manage their long-term wealth.

Principal and Financial Advisor Daniel Shub is personally committed to each client’s interests and legally obligated to act as a fiduciary. Rather than serving a large number of clients with limited attention, Octo Capital intentionally works with a small, select group. This model allows the firm to provide dedicated attention to complex financial matters and personal, prompt responses to client inquiries. The firm is selective about new engagements to maintain its service standard, so prospective clients are invited to schedule an introductory consultation and ask about current availability. Octo Capital also provides a client login and secure file upload for client access and document sharing.