AdvisorRanked
100
Clean

DAUNTLESS CAPITAL PARTNERS LLC

2700 POST OAK BLVD., HOUSTON, TX 77056
Fiduciaryfee-onlySEC Registered
202-656-1250 www.dauntlesscapital.com/ CRD #322380
$283M
Assets Managed
7
Clients
13
Employees
4
Years Active
since 2022

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46154. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 4 years.

Firm Details

Legal NameDAUNTLESS CAPITAL PARTNERS LLC
CRD Number#322380
SEC RegisteredYes
Registration Date2022-07-14
States RegisteredTX
Assets Under Management$283M
Number of Clients7
Employees13
Compensation Typefee-only
Last ADV Filing46154

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Frequently Asked Questions

Is DAUNTLESS CAPITAL PARTNERS LLC a fiduciary?

Yes. DAUNTLESS CAPITAL PARTNERS LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does DAUNTLESS CAPITAL PARTNERS LLC charge clients?

DAUNTLESS CAPITAL PARTNERS LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does DAUNTLESS CAPITAL PARTNERS LLC have any complaints?

No. DAUNTLESS CAPITAL PARTNERS LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 4 years of operation.

How does DAUNTLESS CAPITAL PARTNERS LLC compare to other advisors in HOUSTON?

DAUNTLESS CAPITAL PARTNERS LLC has a Red Flag Score of 100/100. There are 235 registered advisory firms in HOUSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46154. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.