$17.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-2008
- Office Locations
- 1
Office Locations
-- Athens GA
About Black Lake Capital Corp.
Black Lake Capital is an Athens, GA RIA providing portfolio management and investment counseling. The firm builds portfolios around each client’s objectives and risk tolerance, sets investment policy, and executes trades with client-granted authority. Public filings indicate an ETF-centric implementation and Schwab as a primary custodian.
Team overview
-- AVG AGE
$17.2M AVG AUM / ADVISOR
$464.9K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Zenith value Wave
Custodian
Matrix Glacier delta North oak
Investment Themes
Vital fusion
Investment Vehicles
Value
Services
Focus peak Meridian beacon
Owner & Executives
T
TALBERT GRAY COOPER
Chief Compliance Officer, President, Secretary
- CRD
- #4542963
- Ownership
- 75% or more
(591) 711-5844
capital.wave@unisoncapital.com
in linkedin.com/in/ember-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,200,000 | -- |
| Total | $17,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,200,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,320,528,599 | 100.0% |
| Total | $5,320,528,599 | 100.0% |