RIA Intel›Advisers›Delaware›BLACK DIAMOND FINANCIAL PLANNING, LLC

BLACK DIAMOND FINANCIAL PLANNING, LLC

Advisory

Data as of May 9, 2026 · Source: SEC Form ADV

Average account

$4M

across 10 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed May 9, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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$36M

GLOBAL INSIGHT ADVISORS, LLC

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HARNETT INVESTMENT ADVISERS LLC

$35M

BLACK ARROW CAPITAL LLC

$38M

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