Black Diamond Financial, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.4B
Discretionary
$1.2B
89% of AUM
Avg account
$1.1M
Accounts
1,261
Employees
17
Advisory reps
14

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 that provides fee-based planning and discretionary portfolio management to both individual/family and institutional clients. The firm is structured as an LLC and has been SEC-registered since 2015. Its advisory scope covers financial planning, separately managed accounts for individuals and small businesses, portfolio management for pooled investment vehicles, institutional/business mandates, and pension consulting. Fee arrangements are flexible and include AUM-based fees as well as hourly and fixed-fee engagements. The firm is not identified as a capital allocator and is not marked as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, US Government Bonds 7%, Exchange Traded Equities 4%, Private Funds 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%82%
  • Public Funds/Mutual Funds82%
  • US Government Bonds7%
  • Exchange Traded Equities4%
  • Private Funds4%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Matthew Goette

    Matthew Goette

    President, Chief Investment OfficerCRD 3114797

Contacts

3 of 13
  • David Zinreich

    David Zinreich

    Registered Investment AdvisorCRD 6252531

  • Paul Svendsen

    Paul Svendsen

    Lead Wealth ManagerCRD 5869846

  • Robert Tobin

    Robert Tobin

    PartnerCRD 4452642

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 125

Active vs passive

$1.1B in ETFs

Passive

93%

$1B

Active

<1%

$80.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MEGA CAP VALUE INDEX FUND (MGV)VanguardPassiveLarge Value$124M757,22911.32%
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Location

Primary office

Lutherville, MD

Baltimore

Location

Lutherville, MD

Headquartered in Lutherville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
2330 W Joppa Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth