Black Arrow Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,320,642
Total clients
38
32% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$1,008,438
About
Black Arrow Capital LLC is a fee-only, registered investment adviser run by two principals that serves individuals (including high-net-worth clients), charitable organizations, and corporate retirement plan sponsors. The firm provides discretionary investment management, ongoing wealth management, project-based and ongoing financial planning, and retirement plan consulting.
The firm applies modern portfolio theory while blending fundamental and technical methods—including charting, cyclical analysis, and momentum—to build portfolios from a mix of passive and active mutual funds, ETFs, and individual securities. Portfolios can be tailored for tax efficiency or socially responsible objectives and may include nontraditional exposures such as cryptocurrency; accounts are typically managed on a discretionary basis.
Distinctive features include a sub‑advisory/joint‑venture arrangement with a third‑party adviser and the use of an online lead-referral service (SmartAsset) to source clients, as disclosed in the brochure. The firm generally directs custody to Charles Schwab (with the ability to have fees deducted from client accounts), is led by two CFP®-certified principals who also hold other advanced credentials, and manages roughly $38.3 million for about 38 clients across two offices.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning range from $1,250 to $25,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.45% $20,000,000 - and Above: 0.35%
$250/hour for Project-Based Financial Planning and Retirement Plan Consulting services.
Account minimum: $100,000 Fee-only: Project-Based Financial Planning: Fixed fees range from $1,250 to $25,000; Hourly rate $250/hour.
Main office location
Black Arrow Capital LLC
Newark DE, United States
Number of offices
2
Most active in
Delaware · Florida · New York · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")