B
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
2 Employees
96 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial · Morgan Stanley · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
-- Austin TX
About Black DOG Financial Ltd.
Black DOG Financial Ltd. is a Austin-based RIA. The firm has been operating for 14 years. Managing $10.7M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$111.6K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix oak Vector
Client Personas
Fusion
Investment Themes
Delta timber Insight zenith
Investment Vehicles
Pioneer
Services
Prime Radial focus Timber Crest unison Delta eagle Bridge beacon
Owner & Executives
S
SONYA ANN LESZCZYNSKI
PARTNER
- CRD
- #5382825
- Ownership
- 50% but less than 75%
(949) 430-8928
crest.ridge@horizoncapital.com
in linkedin.com/in/vertex-ember
T
TERENCE PAUL MURPHY
Chief Compliance Officer, PARTNER
- CRD
- #4659986
- Ownership
- 50% but less than 75%
(652) 930-4876
ember.element@oakcapital.com
in linkedin.com/in/vital-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,709,597 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,709,597 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,709,597
Equity - Exchange:
25.0% Cash:
20.2% Public Funds:
54.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,238,229,956 | 25.0% |
| Cash | $1,808,489,804 | 20.2% |
| Public Funds | $4,906,200,064 | 54.8% |
| Total | $8,952,919,824 | 100.0% |