A complete list of active advisors currently associated with Dark Horse LLC

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

The firm is an independent, fee-only registered investment adviser operating as a single-advisor practice that serves individual and high‑net‑worth clients with discretionary investment management and tailored financial consulting. It provides ongoing portfolio construction and supervision as well as time-limited consulting engagements. The advisor’s investment process is primarily long‑term focused but blends fundamental and technical analysis to build diversified portfolios, mainly using exchange‑listed equities, ETFs and mutual funds, while at times including OTC securities, individual fixed‑income and, occasionally, fee‑based no‑load variable annuities. Accounts are managed on a discretionary basis with periodic rebalancing and client‑directed investment restrictions available. What is distinctive about the firm is its very small scale—managing roughly $1.3 million for five clients—which is atypical for independent RIAs and indicates a highly individualized practice model; the firm also offers hourly and fixed‑fee consulting options. The sole advisor holds an advanced finance degree, maintains an institutional custody relationship that provides third‑party technology and support, and operates under a written Code of Ethics addressing personal trading and conflicts.

To learn more about the advisors currently working at Dark Horse 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.