DAUNTLESS ADVISORY, LLC

DAUNTLESS ADVISORY, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 334412). Regulatory assets under management: $11.9M.

Registration

• CRD: 334412
• Type: Registered investment adviser
• Location: 43 UPSHUR ROAD, ANNAPOLIS, MD, 21402
• Phone: (410) 883-0879
• Latest filing: 2026-07-13
• Regulatory AUM: $11.9M
• Discretionary AUM: $11.9M
• Clients: 7
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334412 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search