A
Afrobloc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,223
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$10,537
About
AfroBloc is a fee‑only, registered investment adviser that provides discretionary investment management, ongoing and project‑based financial planning, and educational seminars or speaking engagements to individuals (including high‑net‑worth individuals), charitable organizations, and businesses. The firm operates as a single‑advisor practice with a small client base and modest assets under management, and it discloses it may recommend outside professionals when needed.
Its investment process emphasizes asset allocation and a blend of passive and active strategies, drawing on fundamental, technical, cyclical, and charting analysis as well as Modern Portfolio Theory; the firm also offers socially conscious (ESG) options when requested. Clients establish objectives and risk tolerance up front, may impose reasonable written restrictions, and those engaged for investment management receive ongoing financial planning at no additional cost.
Noteworthy distinctions include a formal educational program — seminars for groups and speaking engagements — and a recently added YouTube presence, services the brochure highlights as part of its public outreach and that are relatively uncommon among independent advisers. The firm’s brochure also discloses that its stated investment management fees exceed industry norms and that it requires use of a specified custodian, factors prospective clients may want to consider given the firm’s small scale.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
ESG / Sustainable investing
Business ownership considerations
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Self-Employed
Demographic focus
Values-based investing
Fee options
$0 - $1,000,000: 3.00% $1,000,001 - $5,000,000: 2.00% $5,000,001+: 1.00%
$300 per hour for Project-Based Financial Planning
Account minimum: $5,000 Fee-only: Investment Management fees based on tiered percentage of assets under management; Project-Based Financial Planning at $300/hour; Educational Seminars fee range $0 to $1,000 per seminar
Main office location
Afrobloc
Dallas TX, United States
Number of offices
1
Most active in
Afrobloc has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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