BLACK CAPITAL, LLC

RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$109K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
CORTEZ, Colorado
CRD number
166125
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Black Capital, LLC is a small, independent registered investment adviser focused on individual and family clients. The firm delivers financial planning and portfolio management services for individuals and small businesses and charges clients via a mix of AUM-based fees, hourly work and fixed fees. Investment activity shows a clear equity preference, with exchange-traded equities forming the largest share of client assets. Black Capital reports no active ESG program, is not a multi-state adviser and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Investment Grade Corp Bonds 23%, Cash & Cash Equivalents 15%, Other 10%52%
  • Exchange Traded Equities52%
  • Investment Grade Corp Bonds23%
  • Cash & Cash Equivalents15%
  • Other10%

Owners & executives

1 of 1
  • JEFFREY BLACK

    Founder & CEOCRD 6135826

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CORTEZ, CO

MONTEZUMA

Location

CORTEZ, CO

Headquartered in CORTEZ, CO, in the West of the United States.

Region
West
County
MONTEZUMA
Address
525 N Broadway
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth