Black Arrow Capital LLC

RIASEC Registered
Total AUM
$38.3M
Discretionary
$38.3M
100% of AUM
Avg account
$467K
Accounts
82
Employees
2
Advisory reps
2

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

FINTRX

Overview

Black Arrow Capital LLC is a privately owned limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation structures include percentage-of-AUM fees plus the option for hourly or fixed-fee engagements. The firm identifies as an active ESG investor and reports an owner-type of an individual rather than a corporate or institutional owner. It does not self-identify as a capital allocator or as a multi-state adviser on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 22%, State & Local Bonds 5%, Investment Grade Corp Bonds 4%, Non-Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities22%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds4%
  • Non-Investment Grade Corp Bonds1%

Contacts

2 of 2
  • John Garner

    John Garner

    Head of Portfolio ManagementCRD 5186782

  • Patrick Rogan

    Patrick Rogan

    Head of Financial PlanningCRD 5824345

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth