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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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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