Dark Horse Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$182M
Discretionary
$182M
100% of AUM
Avg account
$427K
Accounts
426
Employees
7
Advisory reps
6

Firm details

Headquarters
,
CRD number
312741
Registered since
May 26, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types
  • Individuals50.08%
  • HNWI48.87%
  • Pension & Profit Sharing Plans1.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dark Horse Advisors LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers an array of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its fee arrangements are flexible and include AUM‑based fees as well as hourly, subscription, fixed, and other fee models. Dark Horse identifies an affiliation with an accountant and does not position itself as an active ESG investor.

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 60%, Cash & Cash Equivalents 23%, Exchange Traded Equities 15%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Cash & Cash Equivalents23%
  • Exchange Traded Equities15%
  • Non-Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Matthew Poole

    Matthew Poole

    Chief Wealth AdvisorCRD 5074516

Contacts

3 of 5
  • Kevin Sevier

    Kevin Sevier

    Financial AdvisorCRD 4727255

  • Jacob Montes

    Jacob Montes

    Wealth AdvisorCRD 7780202

  • David Buenaventura

    David Buenaventura

    Director of OperationsCRD 7077849

Unlock 2 more contacts

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth