This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- AOS · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element eagle
- Established Date
- 03-02-2016
- Office Locations
- 2
Office Locations
About Black ELM Advisers, LLC
Black Elm Advisers, LLC is a Skokie, IL–based RIA providing managed accounts, financial planning, and insurance solutions for retail and institutional clients, including entrepreneurs. Portfolios focus on asset allocation using ETFs and fixed income, with some use of options/derivatives. Publishes the Gamma One newsletter for investors interested in options trading and supports custody via firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN WADE DUNN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6448600
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID ANDREW JANELLO
--
- CRD
- #6518587
CHARLES JOSEPH STEWART
--
- CRD
- #2652376
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,932,481 | -- |
| Non-Discretionary | $1,693,599 | -- |
| Total | $18,626,080 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,626,080
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $1,403,485,662 | 31.4% |
| Equity - Exchange | $1,568,864,546 | 35.1% |
| Public Funds | $670,454,934 | 15.0% |
| Cash | $826,894,420 | 18.5% |
| Total | $4,469,699,562 | 100.0% |