A complete list of active advisors currently associated with Daly Capital Management

Warmer can help you find a great advisor at Daly Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Daly Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Liam Daly	Gaithersburg, MD	0

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