Black Mammoth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,861,779
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$71,607
About
Black Mammoth LLC provides discretionary portfolio management, financial planning, family office and wealth planning, retirement plan consulting, and business advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and corporations. The firm is a solo‑practitioner registered investment adviser with roughly $2.5 million in regulatory assets under management and about two dozen clients.
The firm typically manages accounts on a discretionary basis using model portfolios, may recommend or retain third‑party sub‑advisers, and conducts periodic reviews and financial planning supported by software tools. It also offers a FICA Depositor insured cash sweep program administered by StoneCastle and sponsors affiliated private funds (for example, Kālā Fund II), with limited partners receiving quarterly reports.
The brochure discloses that the firm operates as a licensed insurance agency and that its representatives may sell insurance and earn separate commissions, and it identifies affiliated businesses (LNC Financial, Inc. and Legacy Fiduciary Services) that could present conflicts of interest. The firm’s mix of services — including corporate/business clients, bill‑pay and limited power‑of‑attorney family office services, affiliated fund sponsorship, and the use of endorsements and testimonials in its advertising materials — is less typical for an independent, single‑advisor firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office and wealth planning services
Family office and wealth planning services
Expertise
Wealth management
Retirement income strategy
Business exit / sale strategy
General estate planning guidance
Fee options
$3,000 to $12,000 for financial plan preparation; $1,500 to $30,000 per month for Family Office and Business Services
$0+: 0.50% +: 1.50%
$250 to $500 per hour
$500 to $30,000 per month for ongoing financial planning services
Main office location
Black Mammoth LLC
Ankeny IA, United States
Number of offices
1
Most active in
Black Mammoth LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
515-420-0120
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