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Blackbox Capital Management LLC

Blackbox Capital Management LLC. CRD 312791

Blackbox Capital Management LLC logo

CRD: 312791

Blackbox Capital Management LLC

(214) 738-0081
$13.5M Total AUM
$13.5M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Available
Established Date
02-26-2021
Office Locations
1

Office Locations

-- Allen TX

About Blackbox Capital Management LLC

BlackBox Capital Management is a Texas-based RIA providing custom, comprehensive financial strategy and ongoing portfolio management for retail investors, including entrepreneurs. Portfolios are implemented primarily with ETFs, with limited use of U.S. government bonds and cash. The firm is fee-only (1% AUM) with no commissions or 12b-1s, operates as a fiduciary, and custodies at Charles Schwab and Interactive Brokers.

Team overview

58 AVG AGE
$13.5M AVG AUM / ADVISOR
$501.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Investment Vehicles

Available

Technology

Available

Owner & Executives

Stephen Galanakis

Stephen Galanakis

Chief Investment Officer, Financial Advisor

CRD
#7334798
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $13,527,441 --
Non-Discretionary $0 --
Total $13,527,441 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
U.S. Government/Agency:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
U.S. Government/Agency Available Available
Cash Available Available
Total Available Available

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