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Black Diamond Investment Group,Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,900,000
Total clients
32
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$215,625
About
Black Diamond Investment Group, Inc. is a fee-only financial planning and investment management firm that serves individual investors, high‑net‑worth clients, and small business owners. It provides ongoing discretionary portfolio management and also accepts project‑based or standalone investment consulting and planning engagements.
The firm follows an active, research‑driven approach: it screens funds and other investments across multi‑year performance, manager tenure and expense ratios, assigns accounts to target allocations, and adjusts those allocations based on market and category-level analysis. Accounts are generally managed on a discretionary basis with regular monitoring of holdings and periodic rebalancing or replacement of underperforming positions.
A distinctive feature is the firm’s affiliation with a separately incorporated CPA practice controlled by the same owner; that CPA practice provides accounting and tax services but does not offer investment advisory services, and clients are under no obligation to use it. The combination of in‑house tax/accounting affiliation and an explicitly active, category‑level screening process differentiates the firm from many peers that rely more heavily on passive strategies or have no close accounting affiliation.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Income planning
Fee options
<$50,000 - $49,999.99: 1.40% annually $50,000 - $1,000,000.99: 1.00% annually $1,000,001 - $2,000,000.99: 0.90% annually $2,000,001 - $3,000,000.99: 0.80% annually $3,000,001+: Negotiable
$150.00 per hour for consulting and financial planning services
Fee-only: Hourly rates of $150.00 for financial planning, investment consulting, income tax planning, retirement planning
Main office location
Black Diamond Investment Group,Inc.
3027 Portage Street
Kalamazoo MI 49001-3750, United States
Number of offices
1
Most active in
Black Diamond Investment Group,Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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