Black Lake Capital Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,200,000
Total clients
25
76% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$688,000
About
Black Lake Capital is an SEC‑registered independent investment adviser that manages roughly $17.2 million for a small group of clients, including individuals, trusts and limited partnerships. The firm offers portfolio management and investment counseling and documents each client’s objectives in an Investment Allocation Statement, with financial planning provided as part of the policy‑setting process when requested.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversification across non‑correlated asset classes, with strategies that range from Equity Focus accounts (typically 80–100% equity) to Balanced and income‑oriented allocations. Black Lake employs a mix of publicly traded equities, fixed income, equity options and funds, and it conducts ongoing account reviews and tactical adjustments in service of each client’s stated objectives and risk tolerance.
Noteworthy for a solo independent adviser, Black Lake’s client mix includes trusts and limited partnerships that can require tailored, policy‑driven management more typical of institutional mandates, and the brochure describes situations where pre‑established investment policies affect portfolio discretion. The firm also combines traditional advisory work with an atypical ancillary activity — private land management for a private holding — and executes most client trades through a recommended custodian program.
Client services
Portfolio management
Selection of other advisers
Consultation services
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Fee options
$0 - $2,000,000: 1.0% $2,000,000+: Determined at Engagement
Account minimum: $500,000
Main office location
Black Lake Capital Corp.
Athens GA, United States
Number of offices
1
Most active in
Black Lake Capital Corp. has reported serving >5 clients in these states in the last 12 months.
Georgia
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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