Black Arrow Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 329582
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.93%
- Individuals18.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Black Arrow Capital LLC is a privately owned limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation structures include percentage-of-AUM fees plus the option for hourly or fixed-fee engagements. The firm identifies as an active ESG investor and reports an owner-type of an individual rather than a corporate or institutional owner. It does not self-identify as a capital allocator or as a multi-state adviser on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities22%
- State & Local Bonds5%
- Investment Grade Corp Bonds4%
- Non-Investment Grade Corp Bonds1%
Contacts
2 of 2
John Garner
Head of Portfolio ManagementCRD 5186782

Patrick Rogan
Head of Financial PlanningCRD 5824345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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