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- Custodian
- LPL Financial · Morgan Stanley · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 96 clients, or 48 clients per representative. That equates to $111.6K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 5, 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
- Investment Themes
- Investment Vehicles
- Services
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The full Black DOG Financial Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SONYA ANN LESZCZYNSKI
PARTNER
- CRD
- #5382825
- Ownership
- 50% but less than 75%
TERENCE PAUL MURPHY
Chief Compliance Officer, PARTNER
- CRD
- #4659986
- Ownership
- 50% but less than 75%
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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
SMA allocation detail is available
Black DOG Financial Ltd. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.