A complete list of active advisors currently associated with Black Arrow Capital LLC
Warmer can help you find a great advisor at Black Arrow Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Black Arrow Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newark, DE
| 19
| |
Newark, DE
| 15
|
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