Black Mammoth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,861,779
Clients
26
Advisors
1
of 1 employees
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
Expertise
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
Ankeny IA
Advisors at this office
1
Most active in
Florida · Iowa
Also doing business as
Black Mammoth LLC · Black Mammoth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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