Black Arrow Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Arrow Capital LLC provides investment management and financial planning to individuals — including high net-worth clients — as well as charitable organizations and corporate plan sponsors. The firm offers ongoing wealth management, discretionary portfolio management, project-based and ongoing financial planning, and retirement plan consulting for employer-sponsored plans.
The firm’s investment process combines modern portfolio theory and asset-allocation principles with both passive and active manager selection, and employs fundamental, technical, cyclical, and charting analyses. Portfolios are built from stocks, bonds, mutual funds and ETFs and, where suitable for a client, may include alternative investments or direct and indirect exposure to cryptocurrency; clients may also request socially responsible screens or other custom restrictions.
Distinctive features include a small, recently founded two-advisor practice managing roughly $38 million in assets that documents the ability to serve as a sub-advisor through joint-venture arrangements with a third-party adviser and to provide retirement-plan consulting alongside individual wealth management. The firm operates on a fee-only basis, is led by CFP®-credentialed principals, discloses reliance on third‑party referral arrangements, and outlines operational practices such as direct fee deduction and standing transfer authorizations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for Project-Based Financial Planning between $1,250 and $25,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.45% $20,000,000+: 0.35%
$250 per hour for Project-Based Financial Planning services.
Account minimum: $100,000 (may be reduced or waived on a case-by-case basis) Fee-only: Fee-only firm; receives no commissions or sales-related compensation.
Main office
Newark DE
Advisors at this office
2
Most active in
Delaware · Florida · New York · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John G
CFP®, ChFC®, Series 63, Series 65
Newark, DE
Black Arrow Capital LLC
John Garner is a CFP® and ChFC® with 19 years of industry experience. He is currently with Black Arrow Capital LLC, where he has worked since 2023. His prior experience includes roles at Heritage Wealth Management Group, Ltd and Capital One Investing, LLC. Black Arrow Capital LLC provides investment management and financial planning services to individuals, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active management, offering a range of strategies that may include alternative investments and cryptocurrency exposure tailored to client preferences.
Patrick R
CFP®, Series 63
Newark, DE
Black Arrow Capital LLC
Patrick Rogan is a CFP® professional with 15 years of industry experience, currently serving at Black Arrow Capital LLC. His prior roles include positions at Fidelity Brokerage Services and Capital One Investment Services, as well as academic involvement at Villanova University. Black Arrow Capital LLC provides investment management and financial planning to individuals, high net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory with both passive and active manager selection and offers services ranging from wealth management to retirement plan consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)