A complete list of active advisors currently associated with Black Capital, LLC

Warmer can help you find a great advisor at Black Capital, LLC or one who fits your needs even better.

The firm advises individuals, high-net-worth individuals, and business entities, providing written financial planning and ongoing portfolio management. It prepares individualized financial plans and implements diversified portfolios that may include indexed exchange-traded funds, mutual funds, fixed income, covered options, real estate and private equity investments. Investment decisions are guided by asset allocation and Modern Portfolio Theory, with a stated preference for passive, low-cost indexed investments and disciplined rebalancing; services are offered on both a discretionary and non-discretionary basis. The firm’s ADV also discloses the use of borrowing in separately managed accounts, a practice that introduces leverage-related exposures and is addressed in the brochure’s discussion of credit, interest-rate and liquidity risks. Noteworthy disclosures in the brochure include receipt of soft-dollar benefits from the firm’s clearing custodian and a small proprietary holding in an earnings-focused ETF, along with the adviser’s continued engagement as a university faculty member. These operational and outside-activity details may be relevant to clients assessing potential conflicts and the firm’s breadth of activities relative to similarly sized independent advisers.

To learn more about the advisors currently working at Black 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
Jeffrey Black	Cortez, CO	13

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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.

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