Black Diamond Financial, LLC
Black Diamond Financial, LLC is an SEC-registered ria with $440.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Black Diamond Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314622, SEC 801-121640, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $440.6M (2026-03-30)
- Firm type
- Ria
- Employees
- 2
- Clients
- 92
- CRD
- 314622
- Ownership
- BLACK DIAMOND FINANCIAL HOLDING, LLC; DESMOND, JAIME, LYNN; BLANCATO, PHILIP, SALVATORE
How much AUM does Black Diamond Financial, LLC have?
Black Diamond Financial, LLC reported $440.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Black Diamond Financial, LLC?
Disclosed owners and executives of Black Diamond Financial, LLC include BLACK DIAMOND FINANCIAL HOLDING, LLC, DESMOND, JAIME, LYNN, BLANCATO, PHILIP, SALVATORE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.