Black Diamond Financial, LLC

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.2B

89% of AUM

Avg account

$1.1M

Accounts

1,261

Employees

Advisory reps

Firm details

Headquarters: Lutherville, Maryland
CRD number: 145108
Registered since: April 22, 2015
Website: blackdfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.71%
Pension & Profit Sharing Plans6.7%
Individuals6.61%
Charitable Organizations6.11%
Pooled Investment Vehicles3.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Black Diamond Financial, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (initial registration in 2015) and is owned by a combination of domestic entity and individual stakeholders. Its client base spans individuals and families as well as institutional clients, and the firm charges a mix of percentage-of-AUM fees alongside hourly and fixed fees. Advisory capabilities include comprehensive financial planning and portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm also provides pension consulting services and participates in pooled vehicles in sponsor/GP and managing-member capacities. Black Diamond does not identify as an active ESG investor.