# Dauntless Advisory

Dauntless Advisory is a Multi Family Office based in Annapolis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** dauntlessadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/dauntlessadvisory

## Regulatory record

- **CRD number:** 334412
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334412

## About

Bespoke Wealth Management | Precision. Discretion. Partnership. | Dauntless Advisory is a boutique registered investment adviser built for individuals, families, and institutions who value thoughtful counsel, discretion, and a long view. We provide bespoke wealth management grounded in trust and shaped by the belief that capital should support not only financial strength, but a life of purpose, clarity, and enduring legacy.

## Questions

### What investment asset classes does Dauntless Advisory use?

The firm builds diversified portfolios using public equities, fixed income, private equity, hedge funds, real estate, cash, and other alternative investments. Allocations are customized per client.

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- [Stargazer Financial Planning](https://altss.com/profile/stargazer-financial-planning)
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Last updated: 2026-07-06T01:24:15.093Z

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