BLACK SEA GOLD ADVISORS LLC

RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$373K
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
KINGSTON, New York
CRD number
304330
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Black Sea Gold Advisors LLC is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small-business clients. The firm runs discretionary accounts and emphasizes pooled public fund vehicles—primarily mutual funds—over single-stock strategies. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not describe itself as an active ESG investor and is not set up as a multi-state adviser or capital allocator. Investment activity is centered on model- and manager-driven allocations rather than direct security picking. That orientation suggests the firm prioritizes asset-allocation decisions and manager selection across mutual funds and similar pooled instruments, and uses external custodial and platform relationships to implement portfolios.

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: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Svetlin Krastev

    MemberCRD 7425385

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

KINGSTON, NY

ULSTER

Location

KINGSTON, NY

Headquartered in KINGSTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ULSTER
Address
61 Barberry Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth