BLACK DIAMOND FINANCIAL, LLC
SEC RegisteredPursuing Investment Excellence
About the firm
Black Diamond Financial acts as a personal chief financial officer for its clients by offering holistic advice. Their comprehensive financial plans are tax and cost efficient, drawing on opportunities across Public and Private Markets, with each portfolio customized to suit an individual client's needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment advisory, family office services, and portfolio management across public and private markets, with a focus on tax and cost efficiency.
Who they serve
Individual clients seeking personalized, holistic financial guidance across all aspects of their financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 117 | $91M |
| High Net Worth Individuals | 218 | $1.0B |
| Pension/Profit Sharing Plans | 3 | $50M |
| Charitable Organizations | 6 | $92M |
| State/Municipal Entities | 7 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLACK DIAMOND FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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