RIA Intel›Advisers›Maryland›DAUNTLESS ADVISORY, LLC

DAUNTLESS ADVISORY, LLC

Advisory

MD

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account

$2M

across 7 accounts

AUM per adviser

$3M

4 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees7

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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