$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
7 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus beacon
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
-- Annapolis MD
About Dauntless Advisory, LLC
Dauntless Advisory, LLC is a Annapolis-based RIA. The firm has been operating for 1 years. Managing $11.9M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Alpha vertex Eagle
Client Personas
Focus oak
Custodian
Catalyst Unison meridian Delta Delta delta
Investment Themes
Pathway
Platform
Matrix glacier
Services
Prime Unison momentum
Technology
Fusion
Owner & Executives
K
Kenneth Bryan Hockycko
DIRECTOR, Managing Partner
- CRD
- #8037514
- Ownership
- 10% but less than 25%
(429) 203-1918
glacier.crest@vertexcapital.com
in linkedin.com/in/element-momentum
R
Roy Nelson Emanuel
Investment Adviser Representative
- CRD
- #8040915
- Ownership
- Less than 5%
(829) 607-6614
momentum.glacier@primecapital.com
in linkedin.com/in/foundation-vector
V
Value crest
Quantum momentum quantum
- CRD
- #75282
- Ownership
- 19.0%
(579) 936-5850
oak.pioneer@glaciercapital.com
in linkedin.com/in/beacon-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,900,000
Public Funds:
65.4% Equity - Exchange:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,161,013,252 | 65.4% |
| Equity - Exchange | $1,672,340,344 | 34.6% |
| Total | $4,833,353,596 | 100.0% |