BLACK OWL CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
330161
Registered since
October 22, 2025

Firm profile

FINTRX

Overview

Black Owl Capital is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). Public filings indicate an individual ownership structure and an “unclassified” firm classification. The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. Information about client segmentation, fee schedules, and specific advisory business lines was not provided.

Assets & Accounts

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

Owners & executives

3 of 3
  • KAREN HAGER

    Chief Compliance OfficerCRD 4360272

  • DOUGLAS OSTROVER

    Partner, Co-Chief Executive OfficerCRD 1292770

  • MARC LIPSCHULTZ

    Co-CEOCRD 5801354

Contacts

1 of 1
  • CHRISTOPHER SMALL

    Head of Diversified FinancialsCRD 4503207

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

MECKLENBURG

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
MECKLENBURG
Address
5960 Fairview Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth