$1.4B Total AUM
$1.2B Disc. AUM
28.9% 3Y CAGR
17 Employees
361 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value foundationCrest +more
- Established Date
- 02-12-2008
- Office Locations
- 3
Office Locations
2330 West Joppa Road Suite 320 Lutherville MD
855 SW Yates Drive Bend OR
-- SAN Francisco CA
About Black Diamond Financial, LLC
Black Diamond Financial provides holistic wealth advice and comprehensive, tax- and cost-efficient financial plans, acting as a personal CFO for clients. Portfolios are customized and draw on opportunities across public and private markets, including family office services. The firm is partner-led, employee-owned, and independent, with a long-term orientation and active community philanthropy.
Team overview
47 AVG AGE
$105.4M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
4.5 yrs AVG TENURE
17 Employees
13 Advisory Reps
13 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Wave Harbor oak Prime
Custodian
Summit
Investment Themes
Timber Wave eagle
Investment Vehicles
Vertex vital Harbor
Platform
Unison element
Services
Bridge prime Harbor meridian Atlas Vertex Ember Catalyst alpha Vector Crest fusion
Technology
Fusion prime Beacon legacy Insight timber
Owner & Executives
MATTHEW PAUL GOETTE
Chief Compliance Officer, President
- CRD
- #3114797
- Ownership
- 50% but less than 75%
(249) 206-7508
prime.prime@summitcapital.com
in linkedin.com/in/pathway-timber
Showing 1 of 1 owners & executives
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LINDSAY DYSON DRYDEN IV
Partner
- CRD
- #3114622
(738) 308-2033
momentum.alpha@optimacapital.com
in linkedin.com/in/element-vector
JORDAN M FISHER
Portfolio Manager
- CRD
- #4254073
(641) 891-6730
glacier.quantum@primecapital.com
in linkedin.com/in/prime-ember
M
Matrix matrix
Legacy unison vertex
- CRD
- #64126
(947) 972-1015
prime.vertex@valuecapital.com
in linkedin.com/in/frontier-eagle
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,226,336,290 | $979,502 |
| Non-Discretionary | $143,876,308 | $15,986,256 |
| Total | $1,370,212,598 | $1,086,608 |
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Separately Managed Accounts
Total SMA Asset: $1,320,007,598
Public Funds:
13.5% U.S. Government/Agency:
14.8% Equity - Exchange:
9.0% Private Funds:
22.4% Cash:
14.2% Corporate - Investment Grade:
13.0% Municipal Bonds:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $703,162,606 | 13.5% |
| U.S. Government/Agency | $770,874,561 | 14.8% |
| Equity - Exchange | $468,775,071 | 9.0% |
| Private Funds | $1,166,729,065 | 22.4% |
| Cash | $739,622,890 | 14.2% |
| Corporate - Investment Grade | $677,119,547 | 13.0% |
| Municipal Bonds | $682,328,159 | 13.1% |
| Total | $5,208,611,899 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL SIGNAL TIMBER | FOCUS WAVE | CYI9T594Z | AJEN | 4.09% | $115,192,048 |
| VECTOR ZENITH CATALYST | VERTEX EMBER | MYFDPGEF4 | LTWV | 6.08% | $103,119,339 |
| VITAL SIGNAL | PEAK ATLAS | HJYHM3E6X | TPYLW | 5.75% | $6,635,999 |
| QUANTUM UNISON OPTIMA | NORTH QUANTUM | U72755VR8 | LAGC | 11.49% | $86,552,372 |
| ALPHA WAVE ALPHA | FUSION MERIDIAN | PQ19QPZJT | DDR | 3.77% | $99,749,778 |
| VITAL VALUE DELTA | NORTH OAK | NRWL6PLTE | LWMTU | 2.38% | $59,655,803 |
| OAK FRONTIER | VALUE ZENITH | BWUFWT2FL | VGY | 3.30% | $80,662,757 |
| OPTIMA VITAL PATHWAY | EMBER PRIME | YYFNCY2SD | RBMVN | 2.14% | $30,153,983 |