# Black Diamond Financial

Black Diamond Financial is a Bank / Wealth / Trust based in Lutherville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lutherville, United States
- **Region:** North America
- **Address:** Towson, MD, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** blackdfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/black-diamond-financial-llc

## Regulatory record

- **CRD number:** 145108
- **SEC file number:** 801-96172
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145108

## About

Founded in 2007 and based in Towson, Maryland, Black Diamond Financial is a registered investment adviser structured as a fee-only practice. The firm does not disclose a named founder or lead principal, operating instead as a discreet wealth manager for local and regional clients. Its posture is deliberately plain — low-cost, tax-aware portfolio management delivered without the conflicts of commission-based sales. There is no evidence of in-house direct investing, venture exposure, or alternative asset origination. The geographic footprint is concentrated in the Mid-Atlantic, specifically the greater Baltimore-Towson area. Team size and total assets under advisement are not publicly reported, consistent with a small practice that does not market aggressively. There are no disclosed affiliate entities, philanthropic vehicles, or club co-investment structures. No verifiable operational event from the last 24 months surfaces in public record. The structural differentiator is the fee-only, tax-first mandate — an architecture that removes product-commission incentives from portfolio design. For a client with concentrated stock, a liquidity event, or a complex tax year, that alignment is the feature. The trade-off is scale: unlike multi-family offices that pool for private deals, Black Diamond appears to offer only public-market portfolio management, making it a pure-play advisor rather than a platform for alternative access.

## Questions

### Does Black Diamond Financial disclose its assets under management?

No public AUM figure is available. The firm has not self-reported a number to major industry databases, nor does a recent Form ADV summary surface in public records. Its AUM remains undisclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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