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Firm profile

Black Diamond Financial, LLC

LUTHERVILLE, MDCRD 145108Latest ADV March 23, 2026

Black Diamond Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lutherville, MD. Its latest Form ADV filing, dated March 23, 2026, reports $1.4B in regulatory assets under management, 17 employees, 1 office, and 1,261 accounts.

Assets Under Management
$1.4B
Employees
17
Offices
1 office
Total Clients
361
Primary office
LUTHERVILLE, MD
2330 WEST JOPPA ROAD, SUITE 320, LUTHERVILLE, MD, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew P. Goette

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
218
2
Individuals
32.4%
117
3
Corporations
2.8%
10
4
Charitable
1.9%
7
5
Pension Plans
1.7%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of March 23, 2026
Discretionary89.5%
$1.2B
89% of total RAUM89.5%
Non-discretionary10.5%
$144M
11% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts1,261
10Y AUM Change+$1.2B (+682.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee21:1
10Y Employee Change+13 (+325.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.