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BLACK DIAMOND FINANCIAL, LLC
CRD 145108 · SEC 801-96172
2330 WEST JOPPA ROAD, SUITE 320, LUTHERVILLE, MD, 21093, United States
Phone
443-841-7772
Fax
757-216-0120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.23B
Team
17 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $90.6M |
| High net worth individuals | 218 | $1.04B |
| Pooled investment vehicles | 3 | $50.2M |
| Pension/profit sharing plans | 6 | $91.8M |
| Charitable organizations | 7 | $83.7M |
| Corporations/business entities | 10 | $16.5M |
States served
CA, LA, MD, OR, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD