DAUNTLESS ADVISORY, LLC

Overview

Dauntless Advisory, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm manages client portfolios primarily through public mutual funds and separately managed account structures, with a modest allocation to third‑party real estate investments. It does not position itself as an ESG investor, and it does not operate as a pension consultant or multi‑state adviser. With only a handful of clients, the firm appears to run a high-touch, relationship-driven practice rather than a scaled platform or institutional allocator. Its fee model is a percentage of assets under management, which aligns incentives toward growth of client portfolios and ongoing active management.

Assets & Accounts

Investments & Alternatives

Location & Offices