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
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.
Latest 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%)
* 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.