Disclosures

Dauntless Advisory, LLC (“Dauntless”) is a Registered Investment Advisor, and this disclosure statement is provided to clients and prospective clients to outline important information about our firm and its services. Dauntless is currently registered with the states of Maryland, Virginia, and California. We are not registered with the Securities and Exchange Commission (SEC). State registration does not imply a certain level of skill or training. We offer personalized investment management and financial planning services to individuals, families, trusts, and businesses, charging fees based on a percentage of assets under management without receiving commissions for securities transactions. All investments carry risks, including the potential loss of principal, and past performance does not guarantee future results. We strive to avoid conflicts of interest, disclosing any potential conflicts to clients while adhering to a strict code of ethics that prioritizes client interests. Dauntless has not been involved in any legal or disciplinary events material to a client’s evaluation of our advisory business or the integrity of our management. We respect client privacy and do not disclose personal information except as required by law or with client consent. For more detailed information about our services, fees, and practices, please refer to our Form ADV Part 2A, which is available upon request or through your state’s investment advisor registration depository. This disclosure is not a complete statement of all policies or conflicts of interest; clients should read our Form ADV and other account documents carefully.