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Dark Horse Advisors LLC

Dark Horse Advisors LLC. CRD 312741

D

CRD: 312741

Dark Horse Advisors LLC

SAN Diego, CA
8582000616
pw.darkhorse.cpa
$181.7M Total AUM
$181.7M Disc. AUM
-- 3Y CAGR
7 Employees
186 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Legacy ridgeMatrix
Established Date
05-12-2021
Office Locations
4

Office Locations

16950 VIA DE Santa FE Suite 5060-104 Rancho Santa FE CA
5531 Cancha DE Golf Suite 201 Rancho Santa FE CA
-- SAN Clemente CA

About Dark Horse Advisors LLC

Dark Horse Advisors (Dark Horse Private Wealth) provides wealth management and financial planning tightly integrated with in-house CPA tax planning, focused on improving after-tax outcomes through tax-efficient, prudent investing and fee-aware portfolio construction. The team supports personal finances alongside business forecasting and strategy, and operates as a Nevada-registered RIA. Known for extensive 5-star reviews and Fortune Best Small Workplaces recognition.

Team overview

42 AVG AGE
$36.3M AVG AUM / ADVISOR
$977.1K AVG AUM / CLIENT
2.1 yrs AVG TENURE
7 Employees
5 Advisory Reps
4 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vertex Meridian north Wave unison Ember Zenith insight Delta meridian Oak focus

Client Personas

Zenith

CRM

Catalyst ridge

Custodian

North Focus crest Meridian prime Timber harbor Quantum harbor Bridge glacier Optima

Fund Managers

Glacier

Investment Themes

Oak optima Vector wave Vertex legacy Summit

Investment Vehicles

Peak catalyst Oak Vertex glacier

Platform

Atlas Oak timber

Services

Foundation unison Vector Atlas pathway Atlas Catalyst Element bridge Zenith insight Crest unison Wave Catalyst Prime unison

Technology

Atlas Focus

Owner & Executives

MATTHEW D. POOLE

MATTHEW D. POOLE

Managing Member

CRD
#5074516
Ownership
50% but less than 75%
(258) 275-8712
unison.capital@radialcapital.com
in linkedin.com/in/capital-summit
DAVID BENEDICT BUENAVENTURA

DAVID BENEDICT BUENAVENTURA

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(725) 806-7224
prime.ember@embercapital.com
in linkedin.com/in/atlas-matrix

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Contacts

Blake Frederick Feindel

Blake Frederick Feindel

Wealth Manager

CRD
#5333924
(963) 571-9956
insight.glacier@vertexcapital.com
in linkedin.com/in/catalyst-signal
J

Jacob Tyler Montes

Client Associate

CRD
#7780202
(332) 315-2670
beacon.beacon@capitalcapital.com
in linkedin.com/in/zenith-zenith
F

Frontier pioneer

Foundation signal

CRD
#55887
(840) 947-6651
prime.insight@embercapital.com
in linkedin.com/in/prime-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-27-2026
Category Assets AVG. Account size
Discretionary $181,732,180 $426,601
Non-Discretionary $0 --
Total $181,732,180 $426,601

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Separately Managed Accounts

Total SMA Asset: $181,732,180

$181.7M Total SMA
Public Funds:
22.6%
Cash:
31.3%
Equity - Exchange:
9.0%
Corporate - Investment Grade:
30.4%
Equity - OTC:
6.7%
Asset class Assets Assets %
Public Funds $733,533,652 22.6%
Cash $1,015,911,651 31.3%
Equity - Exchange $292,115,171 9.0%
Corporate - Investment Grade $986,700,134 30.4%
Equity - OTC $217,463,516 6.7%
Total $3,245,724,124 100.0%

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