Black Capital Management, LLC

Overview

Black Capital Management, LLC is a small, fee-based registered investment adviser focused on portfolio management for individuals and small businesses. The firm emphasizes equity allocation as its primary strategy and runs both discretionary and advisory relationships, though the majority of assets are managed on a non-discretionary basis. Black Capital favors liquid public markets for core exposure and supplements portfolios with third‑party real estate allocations and mutual funds to achieve diversification, income and potential inflation protection. The business model targets high-net-worth households and family clients, using a percentage-of-AUM fee structure and Charles Schwab as the custody platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices