Daniel Schluter

Daniel Schluter, CFA, is Vice President Portfolio Analyst at Capital Advisors, Inc., based in Frisco, Texas, where he is responsible for portfolio analysis and management for individual, small business, and institutional clients. His core responsibilities include developing and implementing investment strategies, conducting detailed portfolio analysis across client accounts, and providing financial planning services. He holds Series 65 registration and is licensed to advise clients in both Oklahoma and Texas.

Daniel specializes in managing diversified portfolios with a strong emphasis on asset allocation across equities, fixed income, and alternative investments. His expertise also extends to equity analysis and participation in the selection of external investment advisers, ensuring that client portfolios remain aligned with evolving market conditions. Within his current and prior roles at Capital Advisors, he has developed a reputation for objective, client-centered portfolio management in the wealth management sector.

Daniel began his career at Capital Advisors in 2017, advancing from Internal Portfolio Manager to Portfolio Analyst before assuming his current position. His earlier industry experience includes roles as an Investment Intern at Oklahoma State University Foundation and Commercial Banking Analyst at JPMorgan Chase & Co.. He graduated summa cum laude from Oklahoma State University with a major in Finance and a minor in Accounting, and holds the Chartered Financial Analyst (CFA) designation as well as the Bloomberg Essentials Certificate.