DC
Daly Capital Management Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 343035
·
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ADV data as of Sep 28, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Aug 27, 2026
Sep 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 28, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 28, 2026.
View current Form ADV (SEC/IAPD) ↗