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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-1988
- Office Locations
- 1
Office Locations
About Black Capital Management, LLC
Black Capital Management, LLC is a Grain Valley, Missouri–based registered investment adviser serving retail clients. The firm provides financial planning alongside tax and estate planning, insurance guidance, and portfolio construction. Portfolios commonly use ETFs and mutual funds with a focus on asset allocation and fixed income (with some real estate exposure). Custody is maintained with Charles Schwab and Fidelity/NFS; established in 1988.
Reported data analysis
What the numbers show
Between February 27, 2025 and March 4, 2026, reported AUM decreased 8.8%, from $131.1M to $119.6M.
Across 5 reported observations, AUM increased 2.5% between October 24, 2022 and March 4, 2026, from $116.7M to $119.6M.
Of the latest reported AUM, 12.4% is discretionary and 87.6% is non-discretionary.
The firm reports 3 advisory representatives and 48 clients, or 16 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TERRY PAUL BLACK
Owner
- CRD
- #1200067
- Ownership
- 75% or more
TAYLOR MATTHEW BLACK
Chief Compliance Officer
- CRD
- #6160643
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Keaton Montgomery Black
--
- CRD
- #7310202
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,856,883 | $2,971,377 |
| Non-Discretionary | $104,731,504 | $2,435,616 |
| Total | $119,588,387 | $2,491,425 |
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Separately Managed Accounts
SMA allocation detail is available
Black Capital Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.