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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-12-2021
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 186 clients, or 37.2 clients per representative. That equates to $977.1K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Fund Managers
- Industry Interests
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Owner & Executives
MATTHEW D. POOLE
Managing Member
- CRD
- #5074516
- Ownership
- 50% but less than 75%
DAVID BENEDICT BUENAVENTURA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Blake Frederick Feindel
Wealth Manager
- CRD
- #5333924
Jacob Tyler Montes
Client Associate
- CRD
- #7780202
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Dark Horse Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.