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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Lotay Yang
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2663097
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BARRY CRAINE
--
- CRD
- #4831213
BRET ALAN FERRANTE
Investment Advisor
- CRD
- #6241863
Vital capital
Unison pathway
- CRD
- #76665
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
Total SMA Asset: $98,268,448
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $632,244,726 | 22.8% |
| Equity - Exchange | $305,030,350 | 11.0% |
| Cash | $482,502,554 | 17.4% |
| U.S. Government/Agency | $593,422,682 | 21.4% |
| Municipal Bonds | $152,515,175 | 5.5% |
| Corporate - Investment Grade | $607,287,698 | 21.9% |
| Total | $2,773,003,185 | 100.0% |