Dauntless Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334412
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.31%
- Individuals7.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dauntless Advisory, LLC is an independent, state-registered advisory firm organized as an LLC that works primarily with individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Dauntless identifies itself as a capital allocator, using external managers where appropriate rather than relying solely on in‑house strategies. The firm does not position itself as an ESG‑focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities34%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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