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Black Arrow Capital LLC

Black Arrow Capital LLC. CRD 329582

Black Arrow Capital LLC logo

CRD: 329582

Black Arrow Capital LLC

Newark, DE
9417265407
blkarrowcapital.com
$38.3M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Pioneer glacier
Established Date
02-07-2024
Office Locations
2

Office Locations

-- Lexington SC
-- Newark DE

About Black Arrow Capital LLC

Black Arrow Capital, LLC is a fee-only, fiduciary advisory firm providing personalized financial planning and custom portfolio management for individuals and families focused on retirement planning, major-purchase goals, and long-term wealth building. Led by CFP professionals Patrick M. Rogan (financial planning) and Rhett Garner (portfolio management), the firm also publishes market commentary for clients.

Team overview

-- AVG AGE
$19.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

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Asset Classes

Meridian Wave Insight bridge Oak Wave frontier Glacier harbor Beacon

Client Personas

Unison

Custodian

Signal zenith Element

Investment Themes

Quantum Bridge vertex Horizon Timber

Investment Vehicles

Wave horizon Frontier

Services

Vertex Wave unison Capital signal Vector peak Foundation Pathway Fusion

Technology

Alpha

Owner & Executives

J

JOHN RHETT GARNER

Chief Compliance Officer, Chief Executive Officer, Owner

CRD
#5186782
Ownership
50% but less than 75%
(875) 784-8162
momentum.wave@beaconcapital.com
in linkedin.com/in/radial-element
PATRICK MICHAEL ROGAN

PATRICK MICHAEL ROGAN

Owner

CRD
#5824345
Ownership
50% but less than 75%
(640) 620-7499
peak.delta@deltacapital.com
in linkedin.com/in/ember-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,320,642 --
Non-Discretionary $0 --
Total $38,320,642 --

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Separately Managed Accounts

Total SMA Asset: $38,320,642

$38.3M Total SMA
Public Funds:
14.0%
Equity - Exchange:
5.8%
Municipal Bonds:
18.3%
Corporate - Investment Grade:
21.8%
Cash:
21.4%
Corporate - Non-Investment Grade:
18.7%
Asset class Assets Assets %
Public Funds $54,940,489 14.0%
Equity - Exchange $22,761,060 5.8%
Municipal Bonds $71,815,068 18.3%
Corporate - Investment Grade $85,550,190 21.8%
Cash $83,980,462 21.4%
Corporate - Non-Investment Grade $73,384,795 18.7%
Total $392,432,064 100.0%

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