Black Arrow Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 329582
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.93%
- Individuals18.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Black Arrow Capital LLC is an independent, individual-owned registered investment adviser that works mainly with individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm identifies itself as an active ESG investor, and it operates as a small, non-multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities22%
- State & Local Bonds5%
- Investment Grade Corp Bonds4%
- Non-Investment Grade Corp Bonds1%
Contacts
2 of 2
Patrick Rogan
Head of Financial PlanningCRD 5824345
John Garner
Head of Portfolio ManagementCRD 5186782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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