Our Story

| Cutting Edge Approach

Founded in 2018, DAIM was the first Registered Investment Advisor dedicated to cryptocurrencies. Since then we have helped countless retail, HNW, and UNHW investors gain access to Bitcoin and Digital assets in a variety of taxable and retirement accounts.
Voted 2024 Top Crypto Financial Advisor for US Investors Robo-Advisorfinder.com
Financial Advisor Magazine recognizes DAIM in their 2022 Registered Investment Advisor (RIA) Rankings
Number 1 Ranking in US: DAIM's 172% Growth in Year Over Year Assets Under Management
Number 2 Ranking in US: DAIM's 256% Growth in Year Over Year Number of Clients
Nominated for the Orange County Business Journal 2022 Innovator Of The Year Award

"Bryan is a true professional. He proposed an investment strategy based on my goals and financial standing, explained all of the risks associated with investing in digital assets, and was available to answer all of my questions."
                                                                       -Yuri Novo



"The team at DAIM was a great resource to rely on for excellent advice and guidance around moving part of a retirement account to Bitcoin. This space is so complex and confusing and it was great to work with them to identify paths forward to invest in Bitcoin. DAIM is a great partner to consult and work with."
                                                                             -John McCabe

Our Office

120 Newport Center Drive Newport Beach, CA 92660
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