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 |
|---|---|---|
Cortez, CO
| 13
|
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