$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 Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
1.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Alpha vertex Eagle Legacy insight Element eagle
Client Personas
Focus oak
Custodian
Catalyst Unison meridian Delta Delta delta
Investment Themes
Pathway Fusion Eagle
Investment Vehicles
Meridian
Platform
Matrix glacier
Services
Prime Unison momentum Eagle Radial Delta
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% |