Black Lake Capital Corp.

RIASEC Registered
Total AUM
$17.2M
Discretionary
$0
0% of AUM
Avg account
$688K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
147399
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.74%
  • Individuals23.26%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Black Lake Capital Corp. is a small, equity-focused advisory firm that acts as a capital allocator for individual and family clients and select business accounts. The firm’s activity centers on portfolio management and the selection of third-party advisers; it provides advisory services for individuals/small businesses and for businesses or institutions. Fee arrangements include a percentage-of-AUM component and fixed fees. Black Lake does not describe itself as an active ESG investor and its practice appears centered on liquid, exchange-traded equity exposure with ancillary allocations through mutual funds and third‑party alternative managers. The firm’s mandate skews toward non-discretionary relationships, positioning Black Lake as an adviser that primarily recommends and oversees allocations rather than taking full discretionary trading authority for clients. That stance, combined with its role in selecting external managers, suggests it blends direct equity exposure with outsourced specialist solutions where clients require access to real‑asset or manager-driven strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Talbert Cooper

    President and Chief Compliance OfficerCRD 4542963

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth