$165.6M Total AUM
$50.9M Disc. AUM
17.8% 3Y CAGR
1 Employees
19 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2020
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Black Horse Wealth Management
Black Horse Wealth Management, LLC is a San Diego-based Registered Investment Adviser providing financial planning, investment planning, and portfolio construction for individuals, including entrepreneurs. Portfolios commonly use ETFs, mutual funds, and fixed income, with allocations to alternatives such as real estate and private equity as appropriate. Uses Charles Schwab custody and Black Diamond for client reporting.
Team overview
33 AVG AGE
$165.6M AVG AUM / ADVISOR
$8.7M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
MARTEN EVANS MULLINS
Chief Compliance Officer, Managing Member
- CRD
- #6126388
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,916,297 | $1,106,876 |
| Non-Discretionary | $114,672,321 | $4,247,123 |
| Total | $165,588,618 | $2,268,337 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available U.S. Government/Agency:
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Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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