Black Horse Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 7, 2026, reports $166M in regulatory assets under management, 1 employee, and 73 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.2% of total clients.
Top client categories% of clientsClients
1
HNWI
63.2%
12
2
Individuals
36.8%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of January 7, 2026
Discretionary30.7%
$51M
31% of total RAUM30.7%
Non-discretionary69.3%
$115M
69% of total RAUM69.3%
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$166M
Total Accounts73
10Y AUM Change+$101M (+154.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* 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.