BLACK DIAMOND FINANCIAL, LLC

Company Profile

As of Date 03/30/2026
ADV Location United States, MD
Websites
AUM* 1,810,775,857 101%
of that, discretionary 1,595,573,175 94%
Number of Employees 19 27%
of those in investment advisory functions 15 36%
Private Fund GAV* 1,974,875
Avg Account Size 1,200,780 -55%
High Net Worth 53.86% 4%
SMA’s Yes
Private Funds 3 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

2B 1B 1B 912M 684M 456M 228M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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