RIA IntelAdvisersTexasBLACK SWAN MANAGEMENT GROUP, INC.

BLACK SWAN MANAGEMENT GROUP, INC.

Advisory

DALLAS, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#1,385
of 2,813 advisers by AUM
AUM change, 1 year
-15.9%
18th percentile in TX
AUM CAGR, 3 year
-5.7%
compound annual growth
Average account
$218K
across 495 accounts
AUM per adviser
$108M
1 advisers
Filing history
3
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$108M
1-Year AUM Growth
-15.9%
3-Year CAGR
-5.7%
Employees
1
Assets Under Management
Total AUM$108M
Discretionary AUM$108M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Filing History
Total Filings on Record3
First FilingJun 28, 2001
Latest FilingMar 30, 2026
Full AUM trend chart and 3 historical filings spanning 25+ years
Included with Pro
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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