A complete list of active advisors currently associated with Darkhorse Advisor
Warmer can help you find a great advisor at Darkhorse Advisor or one who fits your needs even better.
Darkhorse Advisor serves individual and high‑net‑worth clients with wealth management and comprehensive financial planning services. The firm provides discretionary and non‑discretionary portfolio management, tax and cash‑flow planning, and tailored financial planning work, typically for accounts at or above a stated $250,000 minimum (with exceptions considered). The firm’s investment approach blends fundamental and technical analysis in an active, tax‑aware framework, allocating across mutual funds, ETFs and individual equity and debt securities. Portfolios are generally managed with a long‑term orientation but may include shorter‑term trades for rebalancing or tactical adjustments, and accounts are reviewed at least quarterly. Noteworthy aspects include its small, single‑advisor structure with roughly 50 clients and about $36–39 million in assets under management, and an explicit custodial relationship with Charles Schwab that provides software and back‑office support (soft‑dollar benefits) the firm discloses as a potential conflict of interest. The firm also does not vote client proxies (clients receive proxies directly) and discloses multiple fee schedules for different strategy types, while not charging performance fees or accepting commission‑based compensation.
To learn more about the advisors currently working at Darkhorse Advisor, 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.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 29
|
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