Black Horse Wealth Management

Overview

Black Horse Wealth Management is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals and families, including small business owners. The firm charges clients a percentage of assets under management and prefers equity-centered allocations, using exchange-traded equities as the core exposure in client portfolios. It is not an active ESG investor and operates under a single-state structure. Black Horse runs both discretionary and non-discretionary relationships, indicating a mix of hands-on portfolio management and advisor-guided, client-directed implementations. The firm’s investment approach blends liquid public equity exposure with allocations to third-party alternative managers. Mutual funds appear as complementary building blocks alongside ETFs and individual securities. Given the firm’s client base and average client size, strategies emphasize customized portfolios for high-net-worth households rather than mass-market model-only offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices