A complete list of active advisors currently associated with Dauntless Advisory, LLC

Warmer can help you find a great advisor at Dauntless Advisory, LLC or one who fits your needs even better.

Dauntless Advisory provides ongoing portfolio management, creating an individualized Investment Policy Statement for each client and typically obtaining discretionary authority to implement portfolio changes. The firm states it serves individuals, high‑net‑worth individuals, and charitable organizations. Its investment process combines cyclical, fundamental, modern portfolio theory and quantitative analysis and uses a range of instruments including mutual funds, ETFs, equities, fixed income, REITs, commodities and treasury‑inflation protected bonds. The firm discloses the use of both long‑term strategies and higher‑risk trading tools—short sales, margin transactions and options (including uncovered options)—and documents client risk tolerance in each client’s IPS. Dauntless is a recently formed, small adviser (organized in 2024 and registered in 2025) managing roughly $2.6 million across a very small number of client relationships while operating three advisors and multiple offices, a configuration that is atypical among peers. Principals also report unrelated outside business activities and academic roles consuming about ten hours per week, and the firm uses institutional custody arrangements that may provide research and soft‑dollar benefits.

To learn more about the advisors currently working at Dauntless Advisory, LLC, 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.