Advisor at Black Diamond Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Black Diamond Financial, LLC
Location
Lutherville, MD 21093
Credentials
Series 65
Industry experience
< 1 year
Chahat Kumari is a financial advisor at Black Diamond Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Black Diamond Financial, Kumari held various roles at Loyola University Maryland and other organizations. Black Diamond Financial, LLC advises individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and ERISA plan services. The firm emphasizes asset allocation and low-cost, tax-efficient, index-based strategies, supplemented by institutional-quality private investments when appropriate.
Based on Black Diamond Financial, LLC
Based on Black Diamond Financial, LLC
Negotiated fixed fees for comprehensive financial plans
Up to 0.85% per annum on assets with tiered decreasing rates as assets increase
$300 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: $3,000 annually or 3%, whichever is less; may be negotiable Fee-only: Fee-only registered investment adviser; fees are advisory fees without commissions
2330 West Joppa Road, Suite 320
Lutherville, MD 21093
Maryland
Black Diamond Financial, LLC
2025 - Present (1 year)
Black Diamond Financial
2024 - 2024 (1 year)
Loyola University Maryland
2022 - 2025 (3 years)
CDS Logistics
2022 - 2023 (1 year)
Loyola University of Maryland
2021 - 2025 (4 years)
Macy's
2021 - 2021 (1 year)
Chipotle
2020 - 2020 (1 year)
Dundalk High School
2017 - 2021 (4 years)
Holabird Middle School
2014 - 2017 (3 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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