A complete list of active advisors currently associated with Black Card Circle

Warmer can help you find a great advisor at Black Card Circle or one who fits your needs even better.

Black Card Circle is a registered investment adviser team that provides portfolio management and written financial planning to individuals, high‑net‑worth individuals, trusts and charitable organizations. The firm prepares customized financial plans addressing retirement, estate, education, insurance, cash‑flow and related planning topics. The firm generally implements portfolios using Modern Portfolio Theory principles—diversifying across cash equivalents, fixed income, domestic and international equities, with systematic rebalancing—and typically uses ETFs and mutual funds while occasionally selecting individual securities. Unlike most peer teams, Black Card Circle manages the majority of assets on a non‑discretionary basis, requiring client approval before executing trades, and it does not aggregate client trades, which can affect execution timing and rebalancing. Notable distinctions include the firm’s large non‑discretionary asset base and its explicit no‑aggregation practice, both of which are uncommon among similar firms and may influence operational cadence and transaction outcomes. Several team members maintain outside business activities (including insurance licenses, real‑estate interests, and creative/production roles); the firm discloses these relationships and maintains a Code of Ethics and conflict‑disclosure procedures to address potential conflicts.

To learn more about the advisors currently working at Black Card Circle, 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.