RIA Intel›Advisers›South Carolina›BLACK DOG FINANCIAL PLANNING LLC

BLACK DOG FINANCIAL PLANNING LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$188K

across 28 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

24 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

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

SANDERLING FINANCE, LLC

COLUMBIA, SC

$6M

SCHOONER WEALTH MANAGEMENT, LLC

$5M

CMC WEALTH MANAGEMENT, LLC

$6M

STRATEGIC INVESTMENT SOLUTIONS, LLC

$5M

CAMDEN ASSET MANAGEMENT COMPANY, LLC

$6M

INTREPID EAGLE FINANCE LLC

$6M

Get the full picture on BLACK DOG FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BLACK DOG FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans