Daly Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daly Capital Management provides fee‑based, discretionary portfolio management and investment advice to individuals, charitable organizations, corporations and other business entities, with services tailored to each client’s stated objectives. The firm is newly established and, as disclosed in its brochure, currently has no clients or assets under management.
The adviser describes a tactical allocation approach and may use fundamental, technical and cyclical analysis to manage custom portfolios, trading a broad set of instruments that can include exchange‑listed and over‑the‑counter securities, foreign securities, options, and interests in partnership vehicles. The brochure highlights that the firm offers direct portfolio management for individual clients and will accept client‑imposed investment restrictions, a service mix that is statistically uncommon for firms in this regulatory category.
Noteworthy aspects disclosed in the brochure include that the firm was formed in 2024 and is led by a founder who is early in their career (born in 2008 and holding a high‑school diploma in 2026) and who also manages a proprietary portfolio through an affiliated entity, devoting a significant portion of trading hours to that activity. The firm does not act as a private fund adviser, maintains no material industry affiliations, and may enter into performance‑based compensation arrangements with qualified clients subject to suitability determinations and high‑water‑mark protections.
Client services
Expertise
Fee options
Qualified clients (per Maryland Code of Regulations .02.02.05.08)+: Management fees up to 1.25% annually Non-qualified clients+: Management fees up to 2.0% annually
30% fee on gains in excess of the S&P 500 index or 15% fee on all gains in the account per calendar year, subject to a high water mark; charged annually
Main office
Gaithersburg MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Daly Capital Management · Daly Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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