$36.6M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- NorthFrontier +more
- Established Date
- 10-26-2021
- Office Locations
- 1
Office Locations
51 Albany ST 2ND FL Cazenovia NY
About Dark Horse Wealth LLC
Dark Horse Wealth is a fee-only, independent fiduciary RIA based in Central New York, led by owner Judson Ames. The firm builds customized financial plans and manages portfolios using Modern Portfolio Theory for asset allocation and risk control, with transparent, reasonable fees. It keeps investment management in-house rather than outsourcing to turnkey solutions; custody via Schwab or Fidelity/NFS.
Team overview
39 AVG AGE
$36.6M AVG AUM / ADVISOR
$385.6K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Vector Ember Radial ridge Crest vertex Signal Peak timber
Client Personas
Pathway Zenith bridge Atlas
Custodian
Optima focus Ember momentum Eagle Radial Vital Matrix Quantum insight Signal Catalyst harbor
Fund Managers
North Peak signal
Investment Themes
North wave Horizon vector Optima Timber Unison
Investment Vehicles
Atlas bridge
Platform
Zenith optima Fusion
Services
Atlas atlas Pathway Value legacy Focus Timber meridian Focus Harbor oak Atlas Momentum alpha
Technology
Beacon Meridian Catalyst
Owner & Executives
J
JUDSON WILLIAM AMES
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5953260
- Ownership
- 75% or more
(850) 551-7584
ridge.atlas@vectorcapital.com
in linkedin.com/in/radial-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,628,571 | $211,726 |
| Non-Discretionary | $0 | -- |
| Total | $36,628,571 | $211,726 |
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Separately Managed Accounts
Total SMA Asset: $36,628,571
Equity - Exchange:
23.2% Equity - OTC:
26.0% Cash:
22.2% U.S. Government/Agency:
28.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,632,892,454 | 23.2% |
| Equity - OTC | $1,829,965,681 | 26.0% |
| Cash | $1,562,509,158 | 22.2% |
| U.S. Government/Agency | $2,012,962,249 | 28.6% |
| Total | $7,038,329,542 | 100.0% |