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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2018
- Office Locations
- 2
Office Locations
About Black Card Circle
Black Card Circle is an independent RIA operating under CFP® Board guidelines, providing investment management, risk management, and cash-flow/income planning for clients ranging from first-time investors to business owners and corporate executives. Portfolios span growth assets (stocks, mutual funds, ETFs, index funds) and fixed assets (real estate and investment-grade bonds). The firm custodies with Charles Schwab and has been highlighted by Schwab among independent advisory firms.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 6 advisory representatives and 470 clients, or 78.3 clients per representative. That equates to $209.1K in reported AUM per client.
The profile lists 2 reported office locations and 8 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Lotay Yang
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2663097
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BARRY CRAINE
--
- CRD
- #4831213
BRET ALAN FERRANTE
Investment Advisor
- CRD
- #6241863
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $98,268,448 | -- |
| Total | $98,268,448 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Black Card Circle has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.