AdvisorCensus / Financial advisors / Dantes Outlook
Dantes Outlook is an SEC-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.
Quick answers
From the filingHow is Dantes Outlook compensated?
On its Form ADV (Item 5.E, October 2026), Dantes Outlook reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Is Dantes Outlook registered with the SEC or a state?
Dantes Outlook is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334241.
How much does Dantes Outlook manage?
Dantes Outlook reports $26,000,000 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).
What types of clients does Dantes Outlook serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (20).
Does Dantes Outlook report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334241
What changed in Dantes Outlook's recent Form ADV filings?
In the October 2026 filing data: Moved from state registration to SEC registration.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$26,000,000 as of October 2026, filing dated August 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
Registration and firm details
Items 1, 2, 5- Legal name
- Dantes Outlook LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Moved from state registration to SEC registration.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dantes Outlook (CRD 334241): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dantes-outlook-334241