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BLACK DIAMOND FINANCIAL, LLC
CRD 145108File 801-96172
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.23B
Non-discretionary $143.9M
Clients
361
1,261 accounts
Employees
17
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 22, 2015
- Principal office
- 2330 WEST JOPPA ROAD, SUITE 320, LUTHERVILLE, MD, 21093
- Phone
- 443-841-7772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $143.9M
- Discretionary accounts
- 1,252
- Non-discretionary accounts
- 9
- Total accounts
- 1,261
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $16.5M |
| Charitable organizations | 7 | $83.7M |
| High net worth individuals | 218 | $1.04B |
| Pooled investment vehicles | 3 | $50.2M |
| Pension and profit sharing plans | 6 | $91.8M |
| Individuals (other than high net worth individuals) | 117 | $90.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.