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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2011
- Office Locations
- 1
Office Locations
About Dark Horse LLC
Dark Horse LLC is a fee-only wealth manager and investment adviser providing tailored portfolio management and financial guidance based on each client’s risk tolerance, time horizon, and goals. The firm does not accept third-party commissions, aiming to select securities and funds solely in clients’ interests. Based in Katy, TX, it operates as a small practice led by James A. Bishop and reports custody relationships including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES A BISHOP
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5888943
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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