RIA Intel›Advisers›Georgia›BLACK LAKE CAPITAL CORP.

BLACK LAKE CAPITAL CORP.

Advisory

Data as of Feb 6, 2025 · Source: SEC Form ADV

Average account

$688K

across 25 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2025.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$0

Non-Discretionary AUM$17M

Discretionary %0%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

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

25 clients

19 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 GA

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

CAPSTONE INVESTMENT GROUP INC

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-35.5% 1Y

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MIKE SENA ADVISORS, INC.

$17M

CHARTERED FINANCIAL SERVICES, INC.

$17M

ANDVARI ASSOCIATES LLC

$17M

FINANCIAL STAPLES, LLC

$18M

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