Black Arrow Capital LLC

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Client assets under management

$38,320,642

Clients

32% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,008,438

About

Black Arrow Capital LLC is a fee-only, registered investment adviser run by two principals that serves individuals (including high-net-worth clients), charitable organizations, and corporate retirement plan sponsors. The firm provides discretionary investment management, ongoing wealth management, project-based and ongoing financial planning, and retirement plan consulting.

The firm applies modern portfolio theory while blending fundamental and technical methods—including charting, cyclical analysis, and momentum—to build portfolios from a mix of passive and active mutual funds, ETFs, and individual securities. Portfolios can be tailored for tax efficiency or socially responsible objectives and may include nontraditional exposures such as cryptocurrency; accounts are typically managed on a discretionary basis.

Distinctive features include a sub‑advisory/joint‑venture arrangement with a third‑party adviser and the use of an online lead-referral service (SmartAsset) to source clients, as disclosed in the brochure. The firm generally directs custody to Charles Schwab (with the ability to have fees deducted from client accounts), is led by two CFP®-certified principals who also hold other advanced credentials, and manages roughly $38.3 million for about 38 clients across two offices.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for Project-Based Financial Planning range from $1,250 to $25,000.

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,000 - $20,000,000: 0.45% $20,000,000 - and Above: 0.35%

Project-based

$250/hour for Project-Based Financial Planning and Retirement Plan Consulting services.

Other

Account minimum: $100,000 Fee-only: Project-Based Financial Planning: Fixed fees range from $1,250 to $25,000; Hourly rate $250/hour.

Main office location

Black Arrow Capital LLC

Newark DE, United States

Number of offices

Most active in

Delaware · Florida · New York · Pennsylvania · South Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 941-726-5407

Advisors at this firm

John G

CFP®, ChFC®, Series 63, Series 65

Newark, DE

Black Arrow Capital LLC

John Garner is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with Black Arrow Capital LLC and has previously worked at Heritage Wealth Management Group, Ltd and Capital One Investing, LLC. Black Arrow Capital LLC serves individuals, high-net-worth households, charitable organizations, and businesses by providing discretionary investment management alongside comprehensive financial planning and retirement plan consulting. The firm uses a blend of modern portfolio theory and both passive and active strategies, incorporating fundamental, technical, and cyclical analysis to tailor asset allocation to client goals and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Patrick R

CFP®, Series 63

Newark, DE

Black Arrow Capital LLC

Patrick Rogan is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with Black Arrow Capital LLC in Lexington, SC, where he has worked since 2024. His prior experience includes roles at Fidelity Brokerage Services LLC and Capital One Investment Services, LLC. Black Arrow Capital LLC serves individuals, high-net-worth households, charitable organizations, and businesses, providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm combines modern portfolio theory with passive and active strategies, incorporating fundamental, technical, and cyclical analysis to tailor asset allocation to client goals and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive

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