# Black Dog Wealth, LLC

Black Dog Wealth, LLC is a RIA based in Kings Mountain.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kings Mountain
- **Assets under management:** Undisclosed
- **Website:** https://blackdogwealth.com
- **LinkedIn:** https://www.linkedin.com/company/black-dog-wealth

## Regulatory record

- **CRD number:** 334464
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334464

## About

Black Dog Wealth provides comprehensive, judgment-free financial guidance for service members, federal employees, and busy families. They act as fiduciaries with no commissions, offering comprehensive planning, project-based plans, investment management, and speaking and workshops. The firm was founded by Vanessa Alanis to provide real-world financial guidance that is compassionate and practical.

## People

- Vanessa Alanis
- Matthew Cole — Founder
- Juan Soto — Co-Founder
- Benjamin Shaw — COO

## Questions

### Does Black Dog Wealth participate in direct investments or fund commitments?

No direct investments, fund commitments, or co-investment activity have been publicly attributed to Black Dog Wealth. The firm does not appear in any SEC 13F filings, private-placement transaction records, or news reports covering deals. Its capital-deployment approach remains unconfirmed.

### What investment stages or sectors does Black Dog Wealth target?

There are no publicly available disclosures regarding the firm's preferred investment stages, sectors, or geographic focus. No sector tags or portfolio companies have been associated with Black Dog Wealth in any verifiable source. The firm's investment mandate is entirely opaque.

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- [Eckel Financial Advisors](https://altss.com/profile/eckel-financial-advisors)
- [Farrer Capital Management](https://altss.com/profile/farrer-capital-management-pty-ltd)

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Last updated: 2026-08-11T15:06:13.093Z

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