A complete list of active advisors currently associated with Black Mammoth LLC

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

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.

To learn more about the advisors currently working at Black Mammoth 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.