Black Mammoth LLC
Firm details
- Headquarters
- ,
- CRD number
- 310508
- Website
- www.blackmammoth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals74.84%
- Corporations / Businesses25.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Black Mammoth LLC operates as an independent registered investment adviser organized as a limited liability company. The firm functions as a capital allocator for a mix of individual, family and institutional clients, combining investment advisory and financial planning with insurance brokerage services. Its advisory work includes portfolio management for individuals and small businesses and the selection of third-party advisers when clients require capabilities beyond the firm’s in-house core. On the investment side, Black Mammoth centers client portfolios on public mutual funds and other pooled public vehicles as the primary building block, while maintaining the flexibility to allocate to private market and real-asset opportunities. The firm charges fees using a mix of percentage-of-AUM, hourly and fixed-fee arrangements, and its business activities and affiliations include acting as an insurance intermediary and serving as sponsor or managing member of pooled investment vehicles.
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
- Public Funds/Mutual Funds58%
- Cash & Cash Equivalents29%
- Exchange Traded Equities12%
- Other1%
Owners & executives
1 of 1
Stoy Hall
CEO and FounderCRD 6104973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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