Dark Horse Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 312741
- Registered since
- May 26, 2026
- Website
- darkhorseadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals50.08%
- HNWI48.87%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Dark Horse Advisors LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers an array of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its fee arrangements are flexible and include AUM‑based fees as well as hourly, subscription, fixed, and other fee models. Dark Horse identifies an affiliation with an accountant and does not position itself as an active ESG investor.
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 Funds60%
- Cash & Cash Equivalents23%
- Exchange Traded Equities15%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Matthew Poole
Chief Wealth AdvisorCRD 5074516
Contacts
3 of 5Kevin Sevier
Financial AdvisorCRD 4727255

Jacob Montes
Wealth AdvisorCRD 7780202

David Buenaventura
Director of OperationsCRD 7077849
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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