Black Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,085,200
Clients
10
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
10
LowAverage account size
$108,520
About
The firm advises individuals, high-net-worth individuals, and business entities, providing written financial planning and ongoing portfolio management. It prepares individualized financial plans and implements diversified portfolios that may include indexed exchange-traded funds, mutual funds, fixed income, covered options, real estate and private equity investments.
Investment decisions are guided by asset allocation and Modern Portfolio Theory, with a stated preference for passive, low-cost indexed investments and disciplined rebalancing; services are offered on both a discretionary and non-discretionary basis. The firm’s ADV also discloses the use of borrowing in separately managed accounts, a practice that introduces leverage-related exposures and is addressed in the brochure’s discussion of credit, interest-rate and liquidity risks.
Noteworthy disclosures in the brochure include receipt of soft-dollar benefits from the firm’s clearing custodian and a small proprietary holding in an earnings-focused ETF, along with the adviser’s continued engagement as a university faculty member. These operational and outside-activity details may be relevant to clients assessing potential conflicts and the firm’s breadth of activities relative to similarly sized independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
Financial Planning Services Fees: $300 or $500 for financial plan, $150 or $300 for review of financial plan
1.00% annually (0.25% per quarter)
$200 per hour for additional financial planning research or services
Fee-only: Financial Planning Services: $300 for plan (with portfolio management), $500 for plan (without portfolio management), $150 or $300 for plan review, $200 per hour for additional research/planning
Main office location
Black Capital, LLC
525 N. Broadway
Cortez CO 81321, United States
Number of offices
1
Most active in
Black Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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
Quick links
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