BLACK CARD CIRCLE
BLACK CARD CIRCLE, LLC
CRD 290342
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$98.3M
Discretionary AUM
$0
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 426 | $32.1M |
| High net worth individuals | 34 | $64.5M |
| Pension/profit sharing plans | 3 | $396K |
| Charitable organizations | 3 | $187K |
| Corporations/business entities | 4 | $1.1M |
All web addresses on file
- https://www.facebook.com/Bret.BlackCardCircle/
- https://www.linkedin.com/in/ryan-tape-7751a263/
- https://www.linkedin.com/in/barry-craine/
- https://www.linkedin.com/in/bret-ferrante-8151ba3/
- https://www.blackcardcircleria.com
- https://www.linkedin.com/in/lotay/
- https://www.linkedin.com/company/black-card-circle
Official SEC filing: View on IAPD