Darkhorse Advisor

Overview

Darkhorse Advisor is an independent, individual-owned RIA that delivers fee-based financial planning and portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and operates primarily on a discretionary basis, managing client portfolios with an evident equity tilt. Its stated advisory activity focuses on traditional financial planning and ongoing portfolio management rather than institutional consulting or large-scale capital allocation. The firm favors exchange-traded equities and ETFs as the primary portfolio building blocks, supplemented by mutual funds. It also allocates to third-party alternative managers in commodities and oil & gas, using those strategies as diversification and yield-enhancement sleeves rather than direct private equity or principal investing. Darkhorse Advisor is not an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices