Dantes Outlook
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
Dantes Outlook provides non‑discretionary investment advising and model portfolio construction to other registered investment advisers as well as to individuals, families, trusts and related entities. Engagements are project‑ or retainer‑based and the firm operates as a fee‑only adviser that does not custody client assets.
The firm combines diversified allocations using low‑cost ETFs and money‑market instruments with quantitative technical analysis—relative strength, momentum and systematic trend signals—to set exposures and adjust model portfolios. Those trend signals can lead to cash increases or shifts into uncorrelated strategies, reflecting an active market‑timing overlay that is not common among peer independent advisers.
Noteworthy attributes include a principal with a Chartered Market Technician credential who serves on the CMT Association board, underpinning the firm’s emphasis on technical and systematic methods. The firm operates at a very small scale with no assets under management and provides outsourced CIO consulting and model research to RIAs, typically engaging clients on a project/hourly or retainer basis rather than relying primarily on ongoing AUM billing.
Client services
Portfolio management
Selection of other advisers
Market timing
Expertise
Passive / index investing
Factor investing / smart beta
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Hourly billing rate of $350/hour
Minimum fee: Annual retainer fee of $10,500 Fee-only: Fee-only investment advisor; no commissions or referral fees
Main office location
Dantes Outlook
Bronx NY, United States
Number of offices
1
Most active in
Dantes Outlook has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")