BLACK CAPITAL, LLC
Firm details
- Headquarters
- CORTEZ, Colorado
- CRD number
- 166125
- Website
- www.blackcapital.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Black Capital, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm delivers financial planning and portfolio management services for individuals and small businesses and charges clients via a mix of AUM-based fees, hourly work and fixed fees. Investment activity shows a clear equity preference, with exchange-traded equities forming the largest share of client assets. Black Capital reports no active ESG program, is not a multi-state adviser and does not act as a capital allocator or pension consultant.
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
- Exchange Traded Equities52%
- Investment Grade Corp Bonds23%
- Cash & Cash Equivalents15%
- Other10%
Owners & executives
1 of 1JEFFREY BLACK
Founder & CEOCRD 6135826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORTEZ, CO
MONTEZUMA
Location
CORTEZ, CO
Headquartered in CORTEZ, CO, in the West of the United States.
- Region
- West
- County
- MONTEZUMA
- Address
- 525 N Broadway
- Time zone
- MT (UTC-7)
- Office locations
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