Black Mammoth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,487,752
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
26
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$95,683
About
Black Mammoth LLC provides discretionary portfolio management, financial planning, family office and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations and other business entities. Its service set also includes business advisory offerings such as CFO consulting, investment banking support, bill-pay administration, and an insured cash sweep option through a FICA depositor program.
The firm typically manages assets on a discretionary basis using firm-developed model portfolios and, where appropriate, recommends or oversees third‑party sub‑advisers to implement those models. It acknowledges ERISA fiduciary roles for plan work (including 3(21)/3(38) services) and delivers family office services that can include trustee oversight and limited power of attorney to effect bill payments.
Several features disclosed in the brochure distinguish Black Mammoth from many solo independent advisers: it is affiliated with a licensed insurance agency and its representatives may receive insurance commissions; it is connected with sponsored private funds (notably Kālā Fund II), creating fund-level reporting and custody considerations; and it expressly offers corporate/business client services. The brochure also notes use of an insured FICA depositor program and the firm’s use of endorsements and testimonials in advertising, elements that are less common among independent peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office and wealth planning services
Family office and wealth planning services
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
General estate planning guidance
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Executive
Demographic focus
Married/Couples/Partners
Fee options
Fixed fees for financial planning $3,000 to $12,000; fixed fee subscriptions $500 to $30,000 per month; Family Office and Business Services monthly fixed fees
$0+: 0.50% +: 1.50%
$250 to $500 per hour for financial planning
Fixed fee subscriptions for ongoing financial planning $500 to $30,000 per month; Family Office services $1,500 to $30,000 per month; Business Services $1,500 to $30,000 per month
Fee-only: Fixed fees for financial planning from $3,000 to $12,000; hourly financial planning fees $250 to $500 per hour; fixed fee subscriptions $500 to $30,000 per month; Family Office services $1,500 to $30,000 per month plus $1,200 per additional household member; Business Services $1,500 to $30,000 per month
Most active in
Black Mammoth LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Iowa
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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.
-
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
LinkedIn
Facebook
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Instagram
Website
515-420-0120
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