Firm profile

Dark Horse Advisors LLC

CRD 312741Registration Status: ApprovedEffective since May 26, 2026Latest ADV April 27, 2026

Dark Horse Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 27, 2026, reports $182M in regulatory assets under management, 7 employees, and 426 accounts.

Assets Under Management
$182M
Employees
7
Offices
--
Total Clients
179
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOChase T. Birky
CCODavid B. Buenaventura

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
160
2
HNWI
10.1%
18
3
Pension Plans
0.6%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$182Mas of April 27, 2026
Discretionary100.0%
$182M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$182M
Total Accounts426
10Y AUM Change

Employee Growth by Quarter

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

Total Employees7
Clients per Employee26:1
10Y Employee Change

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.