BLACK DIAMOND FINANCIAL, LLC

Overview

Black Diamond Financial, LLC is a fee-based registered investment adviser organized as an LLC and active in portfolio management for both individual/family clients and business or institutional accounts. The firm charges a mix of percentage-of-AUM and fixed fees and runs discretionary investment programs alongside some non-discretionary mandates. Its stated investment preference is equities, with a material allocation to exchange-traded equities and complementary use of mutual funds and third‑party real estate managers. Black Diamond is not positioned as an ESG-focused manager and does not report a multi-state advisory footprint. Investment activity centers on constructing equity-driven portfolios supplemented by alternative real estate exposure. The firm acts as an adviser rather than a capital allocator, relying on external managers for certain alternative strategies while managing public market exposures in-house or through SMA/ETF sleeves. Client types span high-net-worth individuals and families as well as institutional or business accounts, which shapes a blended approach of personalized portfolio management and scalable model-based implementations.

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