Blackbox Capital Management LLC

BlackBox Capital Management is a small, independent investment adviser that provides discretionary and non‑discretionary portfolio management and personal financial strategy to individuals (including high‑net‑worth), pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The solo advisor manages roughly $13.5 million for about 27 clients and charges asset‑based management fees consistent with typical independent firms.

The firm’s portfolios are built primarily with diversified exchange‑traded funds, with individual equities and bonds used when appropriate, and it applies both fundamental and technical analysis across long‑ and short‑term strategies. BlackBox also implements selective use of margin and options—including covered‑call writing and, in limited cases, selling naked puts—and offers a separate Managed Treasury Account that invests only in U.S. government T‑Bills and short‑duration Treasuries as a lower‑risk alternative.

Distinctive features for a firm of this size include the combination of a cash‑management Treasury product alongside active option and margin strategies, and an explicit policy to protect vulnerable clients by designating a Trusted Contact. The firm recommends low‑cost custodians (for example, Interactive Brokers or Schwab), discloses that it does not accept commissions or performance‑based fees, and maintains a Code of Ethics that restricts personal trading.