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

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

Black Capital Management provides investment advisory services to individuals, families, employee benefit plans, corporate investment funds, trusts, estates and charitable organizations, with a focus on balanced and equity portfolios. The firm manages client assets on a fee-only basis and offers both non-discretionary and discretionary portfolio management but does not provide financial planning or other non-investment consulting services. Black Capital customizes portfolios using equities, fixed income and mutual funds/ETFs and treats cash as an asset class, at times maintaining defensive cash positions or moving cash into higher-yielding money market funds when available. Clients may engage the firm on a non-discretionary basis — Black Capital reported $104,731,504 in non-discretionary AUM and $14,856,883 in discretionary AUM (total $119,588,387 as of December 31, 2025) — which means the firm generally seeks client consent before effecting transactions and may be unable to act if a client is unavailable during market events. The firm’s predominance of non-discretionary assets is uncommon among supported firms and shapes its operational and service model compared with peers. Additional notable features in the brochure include an explicit policy limiting proxy voting (clients retain voting responsibility), an adopted AI policy governing use of certain AI tools in support of advisory services, and a typical custody recommendation of Schwab, from which the firm receives non-monetary support services.

To learn more about the advisors currently working at Black Capital Management, 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.