A complete list of active advisors currently associated with Dark Horse Advisors LLC
Warmer can help you find a great advisor at Dark Horse Advisors LLC or one who fits your needs even better.
Dark Horse Advisors, LLC (doing business as Dark Horse Private Wealth) provides discretionary portfolio management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts and employer plans; the firm reports $181,732,180 in regulatory assets under management and oversees additional assets under advisement, bringing total assets managed and advised to about $367,182,180. Services include tailored portfolio management across equities, fixed income, ETFs and other securities, written or verbal financial plans, and ERISA 3(21)/3(38) plan-level advisory work. The firm articulates a multi‑method investment approach that combines fundamental, technical, quantitative and macroeconomic analysis and may use both active and passive strategies, third‑party managers, and tax‑aware allocation decisions. Portfolios may include alternatives, structured products and options, are monitored on an ongoing basis, and clients in discretionary accounts may impose reasonable investment restrictions. Two features distinguish the firm from many peers: it is affiliated with Dark Horse CPAs through common ownership (Dark Horse CPAs owns 50% of the adviser), creating referral and revenue‑sharing relationships and the potential for clients to receive accounting or tax services from affiliated professionals; and the firm discloses offering ongoing financial planning on a subscription basis billed monthly in advance, an arrangement that is relatively uncommon among similar team advisers. The brochure also notes that some associated persons engage in brokerage and insurance activities, which the firm discloses as additional conflicts to be managed.
To learn more about the advisors currently working at Dark Horse Advisors 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.
You can also browse Dark Horse Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Rancho Santa Fe, CA
| 15
| |
Rancho Santa Fe, CA
| 2
| |
San Diego, CA
| 20
| |
Rancho Santa Fe, CA
| 22
| |
San Clemente, CA
| 10
|
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