Black Dog Wealth, LLC

Black Dog Wealth, LLC is a registered investment adviser that offers investment management, financial planning, and educational seminars and speaking engagements. Although organized to provide asset management, the firm’s most recent ADV filing reports zero assets under management and no client accounts at the time of the filing.

The firm describes an investment approach grounded in modern portfolio theory and passive management, typically implementing asset-class weighted portfolios using index funds and ETFs and exercising discretionary trading authority when engaged. Financial planning is offered on both ongoing and project-based bases and can address a wide range of topics—such as retirement, college funding, risk management, and premarital planning—with project work available either on an hourly basis or as fixed-scope engagements.

Notable differences from many peers in the investment-manager category include the formal inclusion of educational seminars and speaking engagements in its service menu and the stated willingness to charge hourly fees for project-based planning—both services that are uncommon among managers focused primarily on pooled or institutional assets. The firm is newly formed and, according to its brochure, its principal holds professional planning credentials (CFP®, ChFC®, AFC®), which may be of interest to prospective institutional or pooled-vehicle clients evaluating experience and service scope.