Black Mammoth LLC

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$80.3K
Accounts
31
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
310508
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

FINTRX

Overview

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

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 58%, Cash & Cash Equivalents 29%, Exchange Traded Equities 12%, Other 1%58%
  • Public Funds/Mutual Funds58%
  • Cash & Cash Equivalents29%
  • Exchange Traded Equities12%
  • Other1%

Owners & executives

1 of 1
  • Stoy Hall

    Stoy Hall

    CEO and FounderCRD 6104973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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